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Becky Summers

Strategic Advisor

Becky Summers joined Raddon in 2017 with a background deep in financial services leadership.  During her nearly twenty-year career with Teachers Credit Union in Indiana, Becky held a succession of roles from the management of service center operations through Senior Vice President of Sales and Marketing.  Additionally, for three years immediately prior to joining Raddon, Becky was President and CEO of Ronald McDonald House of Michiana.  She earned a BS in Marketing, Management, and Insurance from Indiana State University. 

Raddon Report author posts

Thursday, February 27, 2020
Becky Summers

Use targeted marketing to present the right offer to the right customers at the right time

Strong relationships are a significant strategic advantage as competition for customers and share of wallet increases. Fortunately for customer-focused financial institutions, those relationships can grow even stronger with data.

Thursday, January 16, 2020
Becky Summers

Gathering intelligence is the first step in a successful campaign
 

Among the trends we saw in 2019, one theme was constant: The financial services industry is as competitive as ever. 

New technologies, channels and competitors continually disrupted the market, creating considerable noise for credit unions to break through. Nontraditional players forced credit unions to compete on multiple fronts – technology, lifestyle and branding – in addition to having competitive products and rates.

Thursday, October 25, 2018
Becky Summers

From 2009 through 2015, anticipated loan demand was on the decline, bottoming out at 19 percent. Since then, the demand has increased sharply. In 2017, 28 percent of consumers reported they anticipated opening a new loan in the next 12 months. Although demand for loans was down slightly in 2018 to 24 percent, it will remain high in the next 12 months. Financial institutions just need to know where to look for it.

Thursday, September 20, 2018
Becky Summers

Raddon research indicates that for customers who are highly-loyal, the attributes associated with the customer experience that are differentiating are those that involve interacting with employees.  The data suggest that these attributes, including employee skill, understanding of products and services, politeness/friendliness, understanding  issues, accuracy and approachability, are all contributing factors to the strong relationship with the highly-loyal segment.