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

October 13, 2021 • 00:13:40
Episode Cover

Leveraging FinTech and Crypto Partnerships for Banking Growth w/ Scot Lenoir

Scot Lenoir, Chairman at Evolve Bank and Trust, talks with host Dan Marks about their partnerships in the FinTech and Crypto space and how...

Listen

Episode 2

February 07, 2021 • 00:43:27
Episode Cover

The value of customer data for M&A w/ Rick Claypoole

Why is customer analytics crucial for planning and executing a bank or credit union merger or acquisition? In this episode, Host Dan Marks and...

Listen

Episode 0

September 14, 2022 • 00:26:54
Episode Cover

Understanding customer needs and the innovation agenda w/Rilla Delorier

Rilla Delorier, who sits on multiple bank and fintech boards, joins Dan Marks on this episode to discuss how banks can ensure innovation gets...

Listen