Top Strategies for Technology-Driven Member Retention and Engagement



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Studies show that improved member retention rates drive growth for financial intuitions. Legacy technology, silos between teams, and varied levels of adoption/implementation ultimately limit the effectiveness and impact of your marketing.

Total Expert Founder  & CEO Joe Welu and Credit Union Sales Director George Ekdahl each have 2 decades of experience helping financial services organizations orchestrate outstanding member experiences. In this webinar, they’ll share how to implement best practices to optimize the member experience, increase engagement, and improve member retention in today’s economic environment. You will also learn:

  1. How to define clear member journeys for key moments in your member’s financial journey.
  2. How to automate marketing and sales so members receive consistent experiences.
  3. How to incorporate humanized messages throughout the journey to drive relevancy and engagement.

Join us to learn how to create an improved member experience that builds trust and increases retention — establishing your credit union as the primary financial partner to its members.

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

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