Leveraging Purchase Intent Signals for Improved ROI

Episode Summary

Rich Smith, Chief Marketing Officer of Home Loans at PenFed Credit Union, the nation’s 2nd largest credit union and one of the fastest-growing mortgage companies joins us for this timely discussion. Specializing in making profitable change happen, Rich offers a wealth of experience in the financial, insurance, and healthcare industries, with over 15 years in the C-suite driving membership and profitable growth.

In this podcast, hosted by Luci Rainey, former SVP of Marketing at Comcast and PODS, Rich discusses sharpening your programs by leveraging intent signals. He also shares the importance of changing customer perception to drive consideration along the customer journey. Lastly, with so much volatility in the labor market, Rich shares insights on driving morale within marketing teams in a fluctuating financial market.

Key Topics Include:

• The state of today’s loans and mortgages for movers
• Using third-party predictive models and behavioral indicators to target consumers who are in-market
• The importance of repeat buyers and getting in front of first-time home buyers
• The role of the marketing team and its impact on overall company morale, even during challenging times