Brett Wooden

Filene Advisor

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Biography

Brett Wooden is the founder and president of BW Consulting, an industry-wide consulting company committed to leading businesses into the post-PC era by establishing relevance through sales and mobile strategies. In 2013 he started up MonetaryLabs, an app company, to develop financial apps for every platform to directly impact credit unions. As a Filene Adviser, Brett helps credit unions drive business results by improving their social media efforts with the QUEsocial platform. He also authored Filene’s “There’s an App for That: Engaging Members through Tablet and Smartphone Applications” report.

Brett has been in the financial industry for more than 10 years. Throughout his career he’s held positions as a teller, personal banker, branch manager, market development consultant, business development officer, and business development manager. While at a large credit union in the Pacific Northwest, he developed a reputation for using technology to attract new members. He made national trade news when he started using his iPad—a Father’s Day gift from his family—to make “field visits” to the offices of busy professionals who wanted to open accounts but did not have time to do so in person. This technology helps members join, manage accounts, and use other services conveniently. Credit unions across the nation are currently replicating his idea.

Brett thrives on helping others embrace and utilize new business development strategies in today’s changing world. He’s a frequent speaker at credit union and technology conferences around the country. In 2011 the Northwest Credit Union Association named Brett its Young Credit Union Professional of the Year and Credit Union Times recognized him as a 40 and Under Trailblazer for setting a national trend using tablet technology to take financial services into the field.

Brett earned a BA in Marketing and Management from the School of Business at Portland State University. He currently lives in Oregon City, Ore., and serves on the Young Credit Union Professional Board of Portland as treasurer and as a member of the supervisory committee at Christ the King School.