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credit-union (84)

Partnered with University Practice Center to save $100k month in charge off losses

In this session, Steve shares an anecdote about unexpectedly presenting on data collection, cleansing, and consumption at a credit union conference instead of engagement metrics. They detail how they developed a framework using an omnichannel approac

Marketing's Holy Grail, How close can you get.

"In this session, Brian reveals their data-driven marketing approach aimed at delivering personalized messages to members at the right time and place. With 1.3 million members and a team of 13 marketing analysts, BECU used eligibility analysis to ide

Insights Driven Messaging for New Member and Product Onboarding - Shira Spector and Royce Ngiam

In this session, learn how Walt Disney Company's Partners Credit Union revolutionized its operations by harnessing data and insights to enhance member relationships and foster profitable growth. Gain insights into their approach to identifying onboar

Insights Driven Messaging for New Member and Product Onboarding

Keynote - 2020 Retail Trends | Jon Voorhees | Peak Performance Consulting Group

"In this session, Jon discusses the significant impact of the COVID-19 pandemic on the retail industry and its downstream implications for banking. He shares his insights into the shift to remote work and the resulting change in consumer behavior, le

Keynote - Transformation Transaction to Relationship | Andrew Downin | Vantage West Credit Union

Webinar- Empowering your Organization with Data _ Joe Agostinelli

Watch this webinar by Joe Agostinelli from Vibrant Credit Union and dive in deeply on identifying issues and problems on how to solve a majority of the problems in your credit union using data. How to bring down errors per transaction at the teller l

Keynote - Future of Banking Presentation : Demystifying Innovation

In this session, Andrew highlights the importance of innovation for credit unions to stay competitive and relevant in a rapidly changing banking industry. As the I3 innovation collaborative program was initiated to help credit unions change business

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