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Meet Kerri Smith

Kerri Smith is an award-winning marketing and business development professional. With a financial career spanning nearly two decades, Kerri has a broad range of experience in many areas of operations, management and marketing. 

 

In 1996, she began Kerri Smith Consulting to help smaller financial institutions reach their full potential by communicating effectively with their customers. Currently, she works with several financial institutions in Upstate South Carolina, across the U.S. and internationally. As founder and CEO of CU Exceed, LLC, Kerri Smith has the drive and determination to help financial institutions of any size and any budget excel in their market.

In 2006, Kerri developed the credit union model of PURLS in an effort to help credit unions recapture business their members may have elsewhere. PURLS (personal URL System) marries the internet and direct mail for dramatic results. Six credit unions launched their PURLS in 2007, with response rates ranging from 6-16% (national average for direct mail is less than 1%) while uncovering millions of dollars of potential loans their members had with other financial service providers.

 

Kerri is also a sought-after speaker on the topics of credit marketing and advertising. She has spoken to groups in the Philippines, Trinidad and Tobago, Scotland and around the U.S. She has also provided technical assistance to institutions in Grenada, Nevis and St. Kits, Malawi, Latvia, Lithuania, and Philippines.

Here's what audiences have said about Kerri's presentations and workshops:

"Kerri was one of the best presenters I have heard.  The take-aways were excellent!
The group sessions were real life and useful."

"Great speaker.  I learned a great deal."

"Excellent learning opportunity for me.  Believe that folks,
other than marketing types, would benefit from the session."       
    
"Great topic, great presentation, a lot of very useful
information that I need to incorporate into my plan."   
    
"Great speaker.  I learned a great deal."       
"I really enjoyed the interactions between the speaker and the listeners."

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