Evaluating Marketing Automation Solutions

Workshop Title

Workshop - Evaluating Marketing Automation Solutions

About the Workshop

About this Workshop

Are you looking for the right marketing automation solution that is right for your organization? What are the key factors that you should keep in mind when making the decision? There is so much confusion out there in the marketplace and how you cut through all the noise and get to the decision that will help your credit union from the long-run perspective. We believe that there is no one solution that is right for all the credit unions and you should do your own due diligence in ensuring that you are able to select the solution that is just right for you.

Take away some actionable insights on how to choose the right marketing automation solution for your Credit Union.

What you will Learn

What you will learn

  • Understand key concepts around marketing automation solutions
  • Define key evaluation criteria for your credit union
  • Have a handy framework and template that you can use to define and prioritize requirements for your credit union
  • Use the criteria to make solution selection decision with confidence.


Bob Little

Advisor, CULytics

Bob is a proven marketing and product strategy executive for fast growing organization. He has led corporate marketing, product marketing and product management teams to identify emerging trends, to create and launch new products, to build market demand and to achieve revenue targets.

Naveen Jain

President and Founder, CULytics

Credit union leader experienced in actionable strategic planning, data analytics, marketing, and innovation that deliver immediate ROI at multi-billion dollar institutions.

Delivers the perfect composition of innovation and pragmatism - blending both technical and strategic expertise. Empower the lines of business to make measured, data-driven-decisions, and bring to light the abundance of low-hanging-fruit within your data by guiding organizations through the many stages of analytics maturity.

Workshop Content


Marketing Automation Solutions- All you Need to Know

In this session, learn about what marketing automation solutions look like today. Understand how marketing automation benefits your Credit Union and some common capabilities of a marketing automation solution.

End the session with a self Digital Marketing Maturity Assessment to understand the requirements of your Credit Union and take them forward to part two of the workshop./p>


Marketing Automation - Best Practices and Roadmap

In the second part of this workshop, make a plan to drive requirements for marketing automation, learn about some best practices and understand some important considerations for success.


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