Channel Transformation Case Studies From 2020

Workshop Title

Channel Transformation Case Studies From 2020

About This Course

About this Course

In this on-demand course around best Channel Transformation Case Studies from the 5th Annual CULytics Summit, where some of the best industry experts will be sharing their stories from their Credit Unions.

What you will Learn

What you will learn

  • Learn to make digital transformation smooth and tangle-free.
  • Understand channel transformation as a new reality.
  • Learn to build a disciplined approach to digital orientation.

Workshop Content

PART1

Untangling The Member Journey

Joe Agostinelli fromVibrant Credit Union, shares how it is possible to untangle a member's journey, and make the transformation to digital smooth and as free of tangles as possible.

Joe Agostinelli

VP, Analytics and Insights, Vibrant Credit Union

Joe began his professional career in an analyst role with Raddon Financial Group, followed by 4 years in the market research industry, 4+ years on the Research team at BAI as a Senior Analyst, and is currently heading up all things data as the VP of Analytics and Insights at Vibrant Credit Union.

PART2

Channel Transformation In a New Reality

Lucy Donaldson from Canvas Credit Union shares her insights on how channel transformation is a new reality and how data can be built as an asset.

Lucy Donaldson

Vice President, Digital, Canvas

Lucy is an accomplished, dynamic, and results-oriented, executive with a proven track record of delivering innovative solutions that optimize performance, reduce complexity, deliver customer value and accelerate business growth. High-performance team leader, adept at leading diverse global and cross-functional teams to accomplish critical business initiatives.

PART3

Disciplined Approach to Digital Origination

Jay Tkachuk from Security Service Federal Credit Union shares what is needed to build a disciplined approach to digital orientation at an understandable and sustainable pace at the 5th Annual CULytics Summit.

Jay Tkachuk

SVP, Digital Services, Security Service FCU

Jay Tkachuk leads the digital channel of the San Antonio-based Security Service Federal Credit Union (8th largest in the country), where his focus is the evolution of the company’s digital ecosystem to achieve business and member experience objectives. Brought in to establish the channel, Jay is responsible for digital banking strategy, operations and user experience management and closely collaborates with other lines of business in internal adoption of digital technologies.

PART4

Channel Transformation Q/A Session

The panelists of Channel Transformation Case Studies Panel, participate in the Questions Answer session with the audience and throw more insights on their topics as discussed in the presentations.

Sundeep Kapur

Founder, Digital Credence

Sundeep is an educator focused on helping financial institutions achieve omnichannel success. The perfect transaction is derived through relevance and personalization. “Keep it relevant, keep them engaged, and you will nurture your way to become the primary financial institution.”

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