Roundtable Event

Building a SEG CRM from the Ground Up

05.29.2019 - 05.29.2019 (tech)

11 am central Online via Adobe Connect

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Do you work with SEGs?  Take advantage of this unique opportunity to get “behind the curtain” to see a developing software platform and the chance to offer your insights and input to make it a strong tool to grow the industry. 

Carin Hodge, Business Development Officer at Noble FCU in Fresno CA ($737M), has worked closely with Bitwise Industries for over two years to create a custom SEG CRM for use in credit unions.  A thread in the Councils Community about this has generated over 50 public responses, in addition to scores of email requests she has personally received to learn more. 
 
This collaboration led to the creation of a new class of product that was featured for the first time anywhere at our recent Marketing & Business Development Conference — the Member Relationship Management tool called 6 Degrees.  While the system isn’t quite ready, members were intrigued so we invite you to join Carin as she shares her journey on this project, and then get a quick show-and-tell of the technology.  It is a unique opportunity to get “behind the curtain” to see a developing platform and the chance to offer your insights and input to make it a strong tool to grow the industry. 

Meet Your Speakers:

CarinCarin Hodge

Business Development Officer
Noble Credit Union

 

 

 

 

JasonJason Burch

Director of Product Strategy
Bitwise Industries

 

 

 

 

This session is Council member-only.  Only register if you are a current CUNA Councils member.  


Register

 

May

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Building a SEG CRM from the Ground Up

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