Tuesday, March 23, 2021 - 11:15 AM – 12:00 PM CT
Growth & Retention Panel – There are no Magic Beans!
Sponsored by Prisma Campaigns
Mike Dinneen, VP Marketing, American Heritage Credit Union – moderator
Deidre Davis, Chief Marketing Officer, Michigan State University FCU
Nikki Doherty, Marketing Director, Explorers Credit Union
Howard Lowell, VP Marketing, Evergreen Credit Union
Wouldn’t it be great if you could just wave a magic wand and have members come flocking into your branch, or better yet, never leave! Well, we all know that may not happen. But our panel of Credit Union experts will be discussing great ideas, how to strategize, and how to measure and report on progress as well as some unique programs that worked for them. After sharing their experiences, we’ll open the floor for participants to share, ask questions, and gain some insight into what other credit unions are doing when it comes to building membership and entice those members to become raving fans.
Beyond Zoom: Practical Tips to Boost Virtual Engagement
Brian Grytdal, VP Marketing, Horizon CU - moderator
John Fernandez, SVP Marketing, Glia
Char Sears, AVP Remote Experience Manager, Unitus Community CU
Moderator: Brian Grytdal, VP Marketing, Horizon CU
The pandemic caused credit unions to up their digital game and virtual engagement seemingly overnight. And they had to do it in ways that connected with all members, from digital natives to older consumers. We’ll come out of COVID, but virtual engagement is here to stay! Travel the journey one credit union and their business partner took to virtual engagement success and see how their roadmap might work for you. Learn soup to nuts, how decisions are made to enhance members’ virtual experience, how the credit unions’ team is engaged in the process, and how human connectivity is maintained while virtual engagement soars!
Level Up: Artificial Intelligence Data – Exploring Top Credit Union Use Cases For Artificial Intelligence (AI)
Cory Albert, Director, IntelliFi Powered by Faraday (in partnership with EMPOWERFi),
Kelly Hellickson, President/CXO, EMPOWERFi
Hilary Reed, CEO/Chief Strategist, EMPOWERFi
In this use-case oriented session, we will deliver actionable insights from credit unions working on the front lines of AI in our industry. The session provides a common framework for thinking about what AI means to the Credit Union industry and delivers case studies that progress understanding at any stage of a Credit Union’s AI journey.
- Attendees will learn how other organizations utilize artificial intelligence data and machine learning.
- Attendees will see and hear firsthand case studies from marketers just like themselves
- Attendees will learn if their organization is ready for AI, and how to start their own journey towards AI-driven growth.