Roundtable Event

Personalization - the Next Evolution of Digital Communication

10.24.2018 - 10.24.2018 (tech)

1 pm central Online via Adobe Connect

Download the Slides

Written Executive Summary

 

In a Google and Amazon world, members are seeking (and expecting!) a more and more personalized experience.  But many credit unions struggle to leverage existing data and technology to deliver that customer journey with minimal resources and time.  Join the experts from ChannelNet as they discuss the current state of personalization in the financial industry.  Then hear WEOKIE FCU discuss how they found ways to speak directly to customers, at the right time, and with the right message.

Uses of personalization:

  • to onboard members with personal touchpoints
  • to re-engage existing members to drive share of wallet
  • to turn indirect customers into loyal members
  • to cross and up-sell customers by personalizing product and service suggestions

What you need to know:

  • Why getting personal with members is critical
  • What are the key elements you need?
    • Data
    • Content
    • Technology
  • How does a Credit Union build this capability in house?
    • Expertise
    • Dedicated Cross Functional Team
    • IT Resources
  • What are the alternatives?

Meet Your Speakers:


 

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