2020 Marketing Transformation Case Studies

Workshop Title

Marketing Transformation Case Studies From 2020

About this Course

About this Course

In this on-demand course around best Marketing 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 empower members in the face of unprecedented changes.
  • Learn how to move forward when changing to a different marketing strategy.
  • Learn how CUs are working towards implementing marketing automation.

Workshop Content


DigiTransform @ BCU

John Sahagina, Baxter Credit Union, shares the digital transformation story of the Credit union and how it is possible to empower members to discover financial freedom in the face of unprecedented changes.

John Sahagian

VP and Chief Data Officer,BCU

As a VP and CDO at Baxter Credit Union, John is responsible to establish and evolve enterprise data and intelligence vision, strategy and execution to maximize value provided to BCU and its members; He also provides thought leadership for business utilization of data-driven engagement strategies and systems.


Repositioning The Role of Marketing

Toby Travis, BECU throws light on how to move forward when changing to a different marketing strategy and transforming how the marketing function is positioned within your organization.

Toby Travis

Director, Marketing Strategy, BECU

Toby currently manages marketing strategy for BECU , the largest community charter credit union in the country, helping double member growth over the past 9 years.


Marketing Transformation

Prior to COVID, marketing automation was in ideas for many though many were doing it. Now, it has become a necessity as there is a shift in consumers’ behavior. Learn how CUs are implementing it.

David Eldred

Chief Experience Officer, Solarity Credit Union

David Eldred is Chief Experience Officer at Solarity Credit Union. A lifelong financial services professional, David’s experience is concentrated within marketing, product development, digital experience, marketing automation, and business intelligence roles.


Marketing Transformation Q/A Session

Panelists of the Marketing Transformation Case studies Panel participate in an exciting Q/A round with the audience exchanging more insights on marketing transformation ideas and practices in their organizations.

Vishall Kaistha

Product Manager, First Tech Federal Credit Union

Vishall is an assertive, confident, energetic and self-startng professional, having over 11 years of managerial experience, three years of publication experience and two years of scientific research experience. He has a M.S. Degree from Towson University and B.S. Degree from Penn State University. He maintains a solid record of managing multiple tasks, quickly.

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