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

January 18, 2023 • 00:24:38
Episode Cover

Insights from Banking and Fintech with Ashish Agarwal

Ashish Agarwal, CMO at Kin Insurance (previously with Prosper), joins Dan Marks to discuss leaning in with strong analytics, customer, and commercial orientation and...

Listen

Episode 0

May 03, 2023 • 00:38:32
Episode Cover

Using data to increase relevance and build better relationships

David Hall, SVP, DX Director with Bank of Hawaii, joins Dan Marks to discuss key lessons learned during his history working across the front...

Listen

Episode 0

December 21, 2021 • 00:19:17
Episode Cover

Lessons Learned 2021 Wrap-up Roundtable

We bring back some of the guests that were part of the inaugural year of Top Quartile for a roundtable discussion about key lessons...

Listen