CU Employee Community Chair
  • Aug 22, 2019 from 10:00am to 11:00am
  • Location: Zoom Registration Link Below
  • Latest Activity: Aug 19, 2019


SUMMARY -   This Webinar will highlights how your full data solution can empower your teams to leverage powerful insight about your membership. Melissa Pomeroy, from St Mary's Bank, will present how they provide business lines with members lists for various targeted marketing using various dashboards and data extracts. The various Members list includes:

  • Members who have a mortgage with another institution
  • Members who transact infrequently
  • Mobile/web-only members
  • Etc.

 Furthermore, she will also showcase, how you can provide an overview of your membership-based not only on age and location demographics but also based on their transacting habits and preferences, using your member workbench and support dashboards.

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