Presentations

Your website is one of your credit union’s most critical marketing workhorses—no surprise at a time when most consumers (71%) prefer to manage their finances accounts through digital channels.

But is your website working as hard as it could be to deliver an experience that engages your visitors, improves their financial well-being, and boosts your bottom line, too?

This session is jam packed with actionable takeaways to help you make the most of this vital investment. You’ll learn:

• Five simple questions you should be asking to improve your credit union website’s ROI
• Key homepage dos and don’ts 
• Upgrades you can make without a developer

The only thing we feel certain about these days is that uncertainty is here to stay. With increasingly frequent extreme weather events, ongoing supply chain challenges, and continued economic volatility, it can feel hard to proactively pursue a growth-oriented focus. The values that are baked into the credit union difference and cooperative principles are what set credit unions apart from other players in the financial services industry, and now is the time to make the most of them.

This interactive session is jampacked with examples of innovative, inspiring initiatives your credit unions peers have embarked on to supercharge their marketing and impact efforts in the midst of ongoing volatility. You'll learn how to lean into your credit union superpowers to:

• Grow your membership and loans
• Increase community impact
• Improve the financial well-being of your membership
• Avoid getting stuck in the reactivity trap

What is lifecycle marketing? Simply put, it's about going beyond "top of funnel" marketing efforts, which typically dominate marketing strategies, and focusing on deeper engagement with your members over time, particularly at moments when they are going through life changes. 

Lifecycle marketing can yield a significant ROI for credit unions, but only if it's done well. In this session, we explore three key DOs and DON'Ts, drawing from examples in the industry, so you can best set yourself up for success.

Data can make a huge difference in your credit union’s ability to attract new members, serve existing members, and increase operational efficiency. But simply having data and investing in the tools to analyze it isn’t enough.

A recent Filene survey of over 100 credit unions found that when it came to predicting value creation, the culture around analytics was twice as critical as architecture and three times as important as leadership.

That means your analytics strategy is only going to be successful if your credit union has the right cultural foundation.

This session focuses on three approaches to building a data-driven culture, including client case studies and actionable tips to set you up for success.