Bridging the Gap Between Marketing Efficiency and Content Compliance



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During the pandemic, many Credit Union branches closed and members adopted digital banking tools and methods beyond what would have normally occurred. Your members’ digital experiences need to be as smooth and reliable as their payment experiences. And it’s not just payments that are going full on digital, it’s the entire banking experience.

The mission of a credit union is to be the ultimate financial partner to its members. This is not only a lofty goal but one that relies on efficient and effective marketing operations. Unfortunately, current state marketing operations may consist of several different systems, manual processes, and a low level of technology, making the member experience feel disjointed at times.

Join this webcast to explore the key challenges facing the CU industry and how to bridge the gap between marketing efficiency and content compliance. Understand the difficulties of compliance and digital processes to deliver reliable and effective marketing operations. You will also learn about: 

  • Digital tools that will fully complement and accelerate your members’ payment experience, like OmniChannel Account Opening and Conversational Banking.
  • Innovations such as disclaimer engines, content risk scores, and marketing compliance reporting.
  • Improving your digital assets management and marketing operations.
  • Delivering a smooth and reliable end to end automated online digital banking experience to credit union members.

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


Anne Legg | Founder & CEO | Thrive

Anne Legg is a recognized, award-winning industry expert, author, educator, member-centric data strategist who holds an MBA thesis on the credit union business model. She is the author of Big Data/Big Climb: A credit union playbook for leveraging data and talent to achieve revolutionary member relationships. She is the founder and CEO of THRIVE Strategic Services where she has guided over 600 credit union leaders on a mission to simplify their data transformation and identify new revenue sources, lessen member friction and increase talent productivity to truly change member lives. 

Adam Nowiski | SVP, Growth | IntelligenceBank

Adam Nowiski is the SVP, Growth for IntelligenceBank, with 15 years’ experience working with financial services firms and solving workflow and process challenges across business units. Adam and the talented team at IntelligenceBank work with banking, credit union and financial services businesses across the globe to transform the way marketing teams operate through the hurdles of regulatory compliance. Adam is based out of Southern California, home to IntelligenceBank’s US headquarters.

Marcus Bales | Director of Solution Engineering | MAPROCESSING

Marcus Bales – Director of Solution Engineering Marcus Bales is a recent addition to the MAP team but brings with him a decade of professional speak[1]ing experience as the new Director of Solution Engineering. In this role he acts as the subject matter expert on sales calls assisting with demonstrations of API and other technical discussions. If you have attended any industry events in recent years you may recognize Marcus from him numerus speaking engagements or his impromptu demos on the trade show floor.