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

February 17, 2021 • 00:18:48
Episode Cover

High-performance branding w/ Katie Grover

Host Dan Marks and Katie Grover, SVP and Marketing Director at Fidelity Bank,  discuss high-performance branding in the world of community banking, including:  Katie’s...

Listen

Episode 0

February 23, 2022 • 00:14:47
Episode Cover

How My Training As A Creative Prepared Me To Lead The Brand w/ Kristen Curette

Community Resource Credit Union’s Marketing Director, Kristen Curette, talks all things design, digital, community, and leadership with host Dan Marks.  Highlights include:  Big digital...

Listen

Episode 0

November 30, 2022 • 00:20:04
Episode Cover

2022 Lessons Learned and Reflections on a Dynamic Year

Top Quartile brings you a special year end episode bringing back guests from the past year to talk about some of the key lessons...

Listen