Скачать или смотреть From Billion-Dollar Budgets to Meaningful Impact: Ryan Marosy on Credit Union Marketing

This week, host Anurag Mukherjee sits down with Ryan Marosy, VP of Marketing at Affinity Federal Credit Union, for an insightful conversation about marketing in the credit union space, the evolution of digital marketing, and competing against big banks and fintechs with limited budgets.

What We Cover:
✅ Ryan's Marketing Journey - From journalism school to agency life, working with billion-dollar budgets at Verizon, and why he chose credit unions
✅ Credit Union vs. Big Banks - The unique challenges of marketing community-focused financial services in a rapidly changing landscape
✅ Data-Driven Personalization - How Affinity Federal leverages member data (responsibly) to deliver timely, relevant communications
✅ Competing with Fintechs - Strategies for standing out when you can't outspend SoFi, Wells Fargo, or Bank of America
✅ Building Digital-First Strategies - Bringing tactics in-house, using Salesforce Marketing Cloud, and creating member journeys that actually matter
✅ Team Management & Creativity - Fostering experimentation, failing fast, and questioning the status quo
✅ Career Lessons - What Ryan wishes he knew earlier (hint: leadership doesn't always have all the answers)

Key Quotes:

"I wanted to work somewhere where I could make an impact, see the impact, and actually move the needle."

"We care about the whole person, not just getting those transactions."
"Fail fast, test, question, and learn from the data."

About Ryan Marosey:
Ryan is the VP of Marketing at Affinity Federal Credit Union based in New Jersey, with over 20 years of marketing experience spanning agencies, telecom giants like Verizon, insurance, and financial services. He's been a member of Affinity Federal for 30+ years and now leads their marketing strategy with a focus on data-driven personalization and member wellbeing.

Timestamps:
00:00 - Introduction & Welcome
00:14 - Meeting a Fellow Jerseyan
00:38 - Ryan's Background & Journey to Credit Unions
01:33 - From Journalism to Marketing
04:02 - The Shift from Agency to In-House
04:33 - Why Credit Unions? The Personal Connection
05:54 - Making Meaningful Impact vs. Big Corporate Budgets
07:21 - Is Credit Union Marketing Different?
08:18 - The Philosophy Behind Member-Focused Marketing
10:08 - Challenges in a Rapidly Changing Landscape
12:54 - Digital vs. Traditional: The New Reality
14:16 - Building a Robust Digital Marketing Strategy
17:14 - Leveraging Data for Personalization
18:57 - Data as Table Stakes in Modern Marketing
19:48 - Surprising Career Lessons (Including Bitcoin Regrets!)
22:14 - Fostering Creativity & Experimentation
24:51 - Closing Thoughts & Wrap-Up

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Connect with Ryan Marosy:
  / ryanmarosy  

Connect with Anurag Mukherjee:
  / anuragmukherjee