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

March 01, 2023 00:37:54
Episode Cover

How technology enables a great member experience 

Drew Manning, CIO at KeyPoint Credit Union, joins Dan Marks to talk about how technology enables KeyPoint to deliver a great member experience today...

Listen

Episode 0

July 06, 2022 00:29:28
Episode Cover

The Board of Directors Perspective on Growth in Community Banking and FinTech w/Kim Vogel

Join Kim Vogel and Dan Marks as they discuss the unique role of the board of directors in overseeing rather than executing a bank...

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