Using behavioral data to drive member experience improvements

October 25, 2023 • 00:37:47
Using behavioral data to drive member experience improvements
Top Quartile
Using behavioral data to drive member experience improvements

Oct 25 2023 | 00:37:47

/

Show Notes

David Eldred, Chief Experience Officer of Solarity Credit Union, joins Dan Marks to discuss how he has used practical behavior-driven data to be a foundation for driving growth and improvement of the overall member experience.  Key points covered include:  
  1. David’s career progression and current role 
  2. The growth trends that lead to a strategic imperative to put the member at the “center of the universe” 
  3. Tools and techniques to discover member preferences and differences by persona 
  4. How data drove the process and was used to tailor member communication 
  5. Best practices for change management both inside of the credit union and with the members 
  6. Key trends and emerging opportunities 
  7. David’s hobby as a board game publisher. See this link to discover his game: RPG Battles Home - RPG Battles 
Previous Episode
Next Episode

Other Episodes

Episode 0

August 18, 2021 • 00:40:33
Episode Cover

Observations from the Front Lines of FinTech Growth w/ Sam Kilmer

Cornerstone Advisors’ Sam Kilmer, co-host of The Fintech Hustle, and host Dan Marks discuss the latest technology and data driven growth trends from Sam’s...

Listen

Episode 0

September 14, 2022 • 00:26:54
Episode Cover

Understanding customer needs and the innovation agenda w/Rilla Delorier

Rilla Delorier, who sits on multiple bank and fintech boards, joins Dan Marks on this episode to discuss how banks can ensure innovation gets...

Listen

Episode 0

June 08, 2022 • 00:30:01
Episode Cover

Accelerating the buying journey through advanced CRM technology w/Nick Holland

Nicholas Holland and Dan Marks explore lessons learned from Nick’s perspective as a marketer and now head of product at HubSpot – a leading...

Listen