Ideal Credit Union: Identifying and Maintaining Primary Financial Relationships

Capture Market Specific Opportunities for Your Credit Union with Data Champions - Trellance Blog

Please submit the form
to access the session.

RECORDED ON AUGUST 29, 2023

play-icon-mini.png

Ideal Credit Union: Identifying and Maintaining Primary Financial Relationships

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.  

SPEAKERS FROM THIS SESSION
Alisha Johnson Chief Growth Officer

More Sessions in the series

Icon - Play Button
On-Demand Webinar: Analytics Unlocked: A Look at New Analytics Innovations
WATCH NOW
Icon - Play Button
On-Demand Webinar: Member Segmentation at Scale: Personalizing the Member Experience
WATCH NOW
Icon - Play Button
On-Demand Webinar: CUInsight - AI: Moving Beyond the Hype into Action
WATCH NOW
Icon - Play Button
On-Demand Webinar: Members First Federal Credit Union: Using Predictive Analytics to Drive Results
WATCH NOW
Icon - Play Button
On-Demand Webinar: Maps Credit Union: The Power of a Data-Driven Member Feedback
WATCH NOW
Icon - Play Button
On-Demand Webinar: Exploring the Use of Generative AI in Credit Unions
WATCH NOW

Accelerate growth with comprehensive
data management consulting.

The most extensive data management consulting practice in the industry, addressing each stage of data program maturity. From data governance to data quality and beyond, Trellance delivers on strategy, gap assessments, and execution.

Leading Financial Institutions Use Trellance