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

July 26, 2023 • 00:34:18
Episode Cover

Midpoint 2023 Industry Trends & Best Practices for Balance Sheet Growth

Tim Keith, CEO of Infusion, joins Dan Marks to discuss current trends, opportunities for raising deposits for banks and credit unions, interest rates, and...

Listen

Episode 0

June 22, 2022 • 00:27:47
Episode Cover

How culture and niche focus drives sustained growth at attractive ROEs w/Sean Kouplen

Sean Kouplen and Dan Marks discuss the culture of support and giving that Regent Bank has been thriving on both internally and externally, and...

Listen

Episode 0

February 01, 2023 • 00:33:17
Episode Cover

The 10-billion-dollar answer – lessons learned from generating tangible results

Tim Keith, CEO at Infusion, joins Dan Marks to discuss what it means to deliver over $10 billion in balances for clients, how that...

Listen