3 Steps to People-Centricity: How Your CU Can Deeply Engage with Members, Potential Members, and Employees


On-demand Webcast

Sponsored by:

In a digitally interconnected world, it is important for credit unions to connect with the community and create a dialogue that goes beyond delighting customers in every interaction. Innovation and new technologies can support this mission if leveraged to enhance empathy but employee experience and coordination has a crucial role to play too. This webcast will feature the completed and planned steps Partners Federal Credit Union is taking to build a comprehensive experience program that aims to increase the engagement of members, their families, and employees (PFCU is Walt Disney’s official CU so this includes Walt Disney Cast members) with the brand. The learnings from this journey are invaluable and applicable to any brand that is looking to offer more than simply customer satisfaction.

Join this complimentary webcast to:

  • Understand how linking customer and employee experience nurtures lasting relationships
  • Learn how to leverage technology to drive continuous improvement of your customer & employee experiences
  • Generate ideas to create a culture of customer-centric innovation



RM Rob Maretsky, MBA, CSPO, CSM | VP – Digital Services | Partners Federal Credit Union

LL Lauren Leland Brand | Director, Solutions Consulting – Financial Services and Healthcare | Medallia

Lauren leads Medallia’s Solutions Consulting team across Financial Services and Healthcare.  She has worked with some of Medallia’s most complex clients, and has deep experience in financial services, including wealth management, home lending, institutional banking, and consumer banking. Prior to Medallia, she worked in management consulting where she helped her clients to implement CX strategies as a competitive differentiator.