Member Acquisition and Engagement: Getting to Know Your Members Better than Anyone Else

Overview

[ON DEMAND]

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Produced and Sponsored by:

Growing membership and improving engagement requires credit unions to know their members better than everyone else, and respond with personalized rates, products, service, and experiences. Which insights help credit unions determine what these new consumers are seeking? What role does data and analytics play in this journey?

Join this webcast and discover how to interpret, understand, design, and deliver the right rates, products, services and experiences — and do it profitably. You will learn:

  • The technologies required to know your current and potential members better and recapture their engagement.
  • What insights, data and modeling are required.
  • What competency and capabilities are required.
  • How other credit unions are responding to similar challenges today to help you develop a compelling business case.

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

Speakers

Ron Shevlin | Chief Research Officer | Cornerstone Advisors

Ron Shevlin is the Chief Research Officer at Cornerstone Advisors, where he publishes commissioned research reports on banking and fintech trends and advises established and startup financial technology companies. Author of the Fintech Snark Tank on Forbes, Ron is ranked among the top fintech influencers globally, and is a frequent keynote speaker at banking and fintech industry events.

 

Jon M. Deutsch | Managing Director, Financial Services | TIBCO Software Inc.

Jon leads the effort to develop and market-leading enterprise data and analytics solutions for the credit union, banking, capital markets, payments, and insurance industries. He is an accomplished executive with a long and successful track record starting up and leading technology, marketing, and sales programs that drive software and services value, growth and profitability. Built on a strong foundation of product management, product development, and service delivery, Jon has directed multiple industry consortia uniting vendors and technology professionals to deliver commercial interoperability standards.

 

Frank Wasson| President & CEO| CommonWealth One Federal Credit Union

Frank Wasson is the President and CEO of CommonWealth One Federal Credit Union, located in Alexandria, Virginia. Prior to this, Frank was President and CEO of First Entertainment Credit Union, and COO and CIO at CBC FCU and Partners FCU respectively. Frank also sits on the board of directors for Trellance LLC, as well as board of advisors for Array.com. Frank holds a bachelor’s degree in Business Administration from the University of Florida, and an MBA from the University of Central Florida.