MicrosoftTeams-image (49)

Driving Innovation:
Credit Union Showcase

Driving Innovation: Credit Union Showcase

Against an ever-evolving technology and financial landscape, credit unions are finding innovative ways to meet member needs. By embracing technology, these credit unions achieved more for their members and for their businesses. Join Trellance’s Aaron Grossman, VP of Sales, as she meets with three credit unions to discuss their journeys and their successes. This three-part webinar series will look at: 

  • Member sentiment 
  • Member profitability 
  • Predictive analytics 
Register for individual webinars below.

The Power of a Data-Driven Member Feedback Program

ON DEMAND

Member experience is at the center of everything credit unions do. When Maps Credit Union wanted to improve decision-making and profitability, they knew member sentiment would play a large role in the process. By overlaying member data with member sentiment, obtained through a member feedback program, they were able to drive actionable results. Join Maps Credit Union Senior Vice President of Operational Subsidiaries, David Deckelmann, and Vice President of Data Strategy, Brenton Paulson, to see just what they were able to accomplish. 

Featuring:

David Deckelmann

David Deckelmann
Senior Vice President of Operational Subsidiaries

Brenton_Headshot

Brenton Paulson
Vice President of Data Strategy

Identifying and Maintaining Primary Financial Relationships

ON DEMAND

Credit unions want to be there for all of their members, and sometimes that means cultivating profitable primary financial relationships. Ideal Credit Union wanted to launch an initiative to increase their PFRs by focusing on identifying and retaining profitable members. Alisha Johnson, Ideal Credit Union’s Chief Growth Officer, will discuss how Ideal Credit Union combined marketing strategies, data and technology, and a people-over-profits mindset to retain and deepen relationships with contributing members.  

Ideal Credit Union

Featuring:

Alisha Johnson

Alisha Johnson
Chief Growth Officer

Using Predictive Analytics to Drive Results

ON DEMAND

Members First Federal Credit Union had data, and they wanted to use it. By implementing a predictive analytics program, they were able to use their data to identify opportunities, implement programs and drive results. Join Anita McAlister, Vice President of Data and Analytics at Members First, as she discusses their program and shares insights on how to get predictive analytics to work for your credit union. 

Featuring:

Anita McAllister

Anita McAllister
Vice President of Data & Analytics

Skip to content