Data-Driven Member Marketing Webinar 2023 | CCUAssociation | 13 September 2023 | Virtual Event

Join to learn how you can use the data you already possess to determine which members to target in your marketing campaigns based on topics most relevant to them. This not only saves your credit union time and money, but can increase your response rates and, in turn, your bottom line. Don’t miss out on learning how to leverage a data-driven approach to drive success in your member marketing. Whether it is recapturing lending opportunities lost to competition, driving deposits and investments back to your credit union, onboarding new membership, helping current membership, and/or driving product penetration to all membership types or better understanding how to fight against attrition and fractionalization of the payments space, you will come away with strategies to leverage data you already have to increase your marketing effectiveness and meet the organizational goals and initiatives of your credit union.

Why you should attend:
• Recapture Loans – Determine which members are making various types of loan payments to other financial institutions and gather competitive intelligence on who those lenders are to uncover opportunities for recapture within your membership.
• Drive Payments – Identify members who are moving money to and from the credit union through methods such as ACH transfers and RTP to better understand they are choosing to move their money and where.
• Onboard New Members – Analyze and benchmark product adoption, behavior, and demographics based on a year's worth of new membership to provide strategic insights for your new member onboarding program.
• Expand Digital Product Penetration – Review digital product adoption across your entire membership to identify digital products that members may need to be reminded of and informed about.
• Reboard Existing Members – Dig into your member data for product adoption, behavior, and demographics to identify areas that need improvement and could benefit from a custom reboarding program.
• Mitigate Dormancy – Detect members with dormant checking and/or savings accounts at various stages to determine when the right time to reach out is.

2023 Speakers

Doug MacDonald
Vice President of Marketing Services, Synergent

Jen Braziel
Data Mining Specialist III, Synergent