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 

Other Episodes

Episode 0

July 07, 2021 00:23:41
Episode Cover

Digital First High Performance w/ Brent Beardall

President and Chief Executive Officer at Washington Federal Bank, Brent Beardall, talks with host Dan Marks about where WaFd came from and to where...

Listen

Episode 0

January 04, 2022 00:18:25
Episode Cover

Key Trends Shaping 2022 Roundtable

Several key thought leaders share their perspective on key trends shaping 2022. Check out the video version of this episode on Youtube. Guests appearing...

Listen

Episode 0

April 28, 2021 00:30:41
Episode Cover

How Customer Analytics Drive Promotional Strategies w/ Matt Allen

In this episode, host Dan Marks and Matt Allen, CMO at Flagstar Bank,  discuss using customer analytics to drive a shift in promotional strategies, ...

Listen