KEG Culture: On Tap Credit Union’s Recipe For Growth (with Janelle Herrera)

Brief Summary of Episode #139

Many credit unions struggle with digital transformation and aligning marketing, sales, and IT efforts to drive growth and enhance member experiences.

There's often a disconnect between the tools available and their effective implementation, leading to missed opportunities and inefficiencies.

Janelle Herrera, VP of Marketing and Business Development at On Tap Credit Union, faced these challenges when she joined the financial services industry three years ago.

With limited automation and digital marketing efforts confined to onboarding, the credit union was underutilizing its potential. Overcoming these hurdles required innovative thinking and a willingness to challenge the status quo.

In this episode, Janelle shares her journey of transforming On Tap Credit Union's digital presence. By focusing on progress over perfection, leveraging automation beyond onboarding, and fostering a unique beer-themed culture, she has led her team to significant growth. Janelle emphasizes the importance of simplicity, collaboration, and continuous learning to overcome obstacles and achieve digital success.

Key Insights and Takeaways

• The foundations and growth paths for credit union marketing
• A healthy approach to automation and iteration
• The importance of reaching out to experts and asking questions