Driving Innovation: Credit Union Showcase
Ideal Credit Union: Identifying and Maintaining Primary Financial Relationships

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 Stef Luck, 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
   

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.