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

September 29, 2021 • 00:24:28
Episode Cover

Loan Growth Best Practices w/Tim Keith

CEO at Infusion Tim Keith talks best practices in growing loans with host Dan Marks based on analyzing billions of industry specific peer data...

Listen

Episode 0

December 14, 2022 • 00:20:30
Episode Cover

Top Quartile Guests’ Key Trends for 2023

Top Quartile brings you part 2 of our special year end episode as we talk with a few of this year’s guests on the...

Listen

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