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

June 22, 2022 00:27:47
Episode Cover

How culture and niche focus drives sustained growth at attractive ROEs w/Sean Kouplen

Sean Kouplen and Dan Marks discuss the culture of support and giving that Regent Bank has been thriving on both internally and externally, and...

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

November 02, 2022 00:28:54
Episode Cover

Key Deposit Management and Pricing Best Practices with Neil Stanley

Neil Stanley, the CEO of CorePoint and a former Bank CEO joins host Dan Marks to talk trends and best practices on liquidity management. ...

Listen