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
Nikki Doherty, Marketing Director, Explorer’s 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
Jordan Christopher, SVP of Global Sales, Glia
We all know about digital natives and senior surfers, but what about other members -- especially older folks who aren’t all that into Facebook, Insta and Zoom? Our panelists will share tips and techniques you can use to engage virtually to build business, encourage video banking, and deliver kick-a#@ [or @mazing] virtual member service.
Level Up: Artificial Intelligence Data – Exploring Top Credit Union Use Cases For Artificial Intelligence (AI)
Cory Albert, Account Manager, 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.