CU Employee Community Chair
  • May 24, 2018 from 11:00am to 12:00pm
  • Location: Zoom Registration Link below
  • Latest Activity: May 14, 2018

About the Speaker -: As a member insights manager at Affinity Credit Union, Adam Thome is responsible for the annual marketing strategy, managing and developing tools that impact the strategy and the larger member experience. He has been in the credit union system for over 10 years during which time he has held a number of roles in the areas of research, marketing, government relations and compliance.

Co-Speaker -: Chris Palmer is Vice President of Product Vision & Strategy at Doxim. In his strategic, cross-functional role Chris oversees the strategic product planning for all the applications under the Doxim Customer Engagement Platform. 

Session Description -: Adam Thome, a leader of the Member Insights group, will give the webinar audience an inside view into what Affinity’s journey to analytics excellence has been, how Affinity’s Marketing Team uses data day-to-day, and how his group drives value for the organization. Attendees will learn, from practical examples, how to use Business Analytics coupled with members-first approach to:
- Generate insights quickly, on-demand, and save time
- Consolidate data from multiple sources for a holistic view of the member
- Segment the audience using data that’s vital to grow share of wallet
- Build successful product campaigns, including outbound calling, email, text and in-branch
- Create a true 1x1 experience for members with insights derived from data

Finally, Adam will highlight where he’d like to take Affinity’s Member Insights next if technology were available. Chris Palmer, the VP of Product & Strategy from Doxim will join Adam for a few minutes to provide a 1000-feet view into technology that should be available for credit unions in near future, including automation of marketing campaigns and omnichannel, hyper-personalization capabilities.


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