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 20, 2022 00:28:23
Episode Cover

Credit, Digital Lending, and how to use data in new ways w/Jeff Keltner

Jeff Keltner joins Dan Marks in this episode of Top Quartile to discuss credit, digital lending, and how to use data in new ways...

Listen

Episode 0

November 08, 2023 00:23:12
Episode Cover

Strategies for smart growth going into 2024

Description: Chris Nichols, Director of Capital Markets at SouthState Bank discusses key strategies for growth in the current environment with Dan Marks.   Key points...

Listen

Episode 0

November 24, 2021 00:22:30
Episode Cover

Best Practices in Sales Management w/ Charlie Moon

Business Development Strategist and author of How to Turn Order Takers Into Rainmakers, Charlie Moon, talks about how banks can enhance revenue growth through...

Listen