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

June 23, 2021 • 00:25:08
Episode Cover

Charting a New Path w/ Jared Freeman

The President/CEO at OnPath Federal Credit Union, Jared Freeman, shares his story and leadership philosophy with host Dan Marks, including: The growth at OnPath ...

Listen

Episode 0

March 03, 2021 • 00:25:06
Episode Cover

Systematic onboarding w/ Delynn Byars

Delynn Byars,  SVP of Marketing at First South Financial Credit Union, discusses onboarding best practices with host Dan Marks:  Why creating and implementing a...

Listen

Episode 0

March 31, 2021 • 00:27:20
Episode Cover

Helping communities thrive and fostering payments innovation w/ Douglas Scarboro

Douglas Scarboro, Senior Vice President of the Federal Reserve Bank of St. Louis and Regional Executive in charge of the bank’s Memphis branch talks...

Listen