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

September 01, 2021 00:28:12
Episode Cover

The Art and Science of Purposeful Brand Building w/ Aaron Chestnut

Georgia United Credit Union’s Chief Marketing Officer, Aaron Chestnut, joins host Dan Marks to talk branding, mission, the heart of marketing, and how to...

Listen

Episode 0

July 21, 2021 00:35:20
Episode Cover

How Culture and Personal Brand Drive Higher Performance w/ Natalie Bartholomew

CAO/CMO at Grand Savings Bank, Natalie Bartholomew, AKA The Girl Banker, talks with host Dan Marks about her role in driving growth by creating...

Listen

Episode 0

March 10, 2022 00:16:22
Episode Cover

Agility and Change Management w/ Amy Tharrington

State Employees’ Credit Union’s SVP of Marketing, Amy Tharrington, talks about agility and change management to build brands with host Dan Marks. Including: •...

Listen