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Top Strategies for Technology-Driven Member Retention and Engagement

[ON DEMAND]

If you have previously registered for this event, please click here, and log-in using the email you registered with to access the on-demand event.

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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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Questions? Please email [email protected]

or call at (212) 457-4981

 Joe Welu| Founder & CEO| Total Expert

Joe Welu is the CEO of Total Expert, a fintech software company that built the first enterprise-grade experience platform purpose-built for the modern financial services industry. The platform enables sales, marketing, and compliance teams to work together seamlessly to deliver marketing campaigns and engagement that is relevant to each unique member based on their stage in life.
George Ekdahl| Credit Union Sales Director| Total Expert

George Ekdahl is a 25 year-veteran of the financial-services technology industry with experience across credit unions, banks, mortgage lenders, and insurance providers.  His focus has been delivering digital banking and digital marketing solutions to help his customers orchestrate experiences, deepen relationships, and build member-for-life companies.