Most of us could text in our sleep (and sometimes do), so- when it comes to communication preferences for your Credit Union's members- offering and promoting the text option should be a no-brainer. Brittany Farb Gruber- Head of Marketing at Eltropy joins CRMNEXT's James Gilbert to discuss this uber-relevant topic on this week's episode of Banking On Experience.

What's covered?

• What we've seen in the world of text for CUs since people have started working from home, why Brittany believes the pandemic has propelled us in a direction we were already headed, and how being "kings and queens of multi-tasking" plays into the equation.

• Why text? Specific, solid reasons why Brittany thinks text is key in CUs.

• What Credit Unions can do to make it easier- specifically for older audiences- to use text as a primary communication method. (Big emphasis on safety & security here.)

• How Brittany sees younger audiences (herself included) using text in these business relationships, and why it's not just "nice" but essential to attract these younger members.

• Some of the major challenges Credit Unions face re texting, as well as our expert's advice on how to address them.

• Creative ideas and Personal Experiences (from both Brittany and James) around making the text option more than just convenient and fun. As Brittany says, "It's such a small investment toward life-long memberships."

You can find this interview, and many more, by subscribing to Banking on Experience Podcast on iTunes. Or find us on SoundCloud, Spotify, Stitcher, Spreaker, Buzzsprout and more.

Lorraine Ranalli is an author of 3 books, a consultant, and a regular writer on CUInsight. She gives us her take on how credit unions can bring their purpose and promise to life. How CU's can help the members feel the impact they are having on the economy. Lorraine and James talk about the secret sauce behind being a credit union and how it should be leveraged to promote the CU more.

Want a winning Data Strategy you can bank on? Listen in as Joey Rudissil- CIO at Central Willamette CU- shares his expertise with CRMNEXT's James Gilbert on this week's episode of Banking On Experience.

What's covered?

• The role Joey believes data plays in Credit Unions, as well as businesses in general- and why it's important.

• Some of the biggest challenges he sees CUs face in trying to get alignment and get to the point where data can be a centralized focus point?

• Small spoiler: Processes play a big part. As Joey says, "So much of really using data is about the processes that create it in the first place…You have to refine your processes so that the data going in is consistent and in line with what you're trying to achieve with your business."

• Insights into some of the specifics of Joey's successful formula for a winning data strategy.

• Hint: The term "data dictionary" comes into play here.

• What Joey believes CUs can do to better empower the core system and help the data flow.

• How he suggests we separate the useless data from the really important stuff.

• And should we hang on to ALL of that collected data? Joey shares his opinion on that as well.

• Some ways Joey is seeing Credit Unions use data to improve the member experience overall. (I mean, that IS what CUs are notorious for trying to do, after all.)

• A business that has been one of the primary providers in the data strategy there at Central Willamette, and precisely how that business has made Joey feel like family.

You can find this interview, and many more, by subscribing to Banking on Experience Podcast on iTunes. Or find us on SoundCloud, Spotify, Stitcher, Spreaker, Buzzsprout and more.

One of the world's leading digital marketing authors, speakers and advisors for financial brands, James Robert Lay, outlines the strategic manifesto banks and credit unions need to transform and survive in the digital age.

Josh Fryday, Chief Service Officer for the State of California gives us his insights on how to create the type of culture that empowers people to volunteer and serve their communities.

Nate Brown who leads the CX accelerator community and is well known in the CX world along with James Gilbert from CRMNEXT talk about building a culture of experience from within.

• Starting with employees

• Building from the top-down

• cohesive collaboration between marketing and CX teams

Come learn more about CRMNEXT: www.crmnext.com/us

Grace Vandercruze discusses her assent in financial services despite the barriers she faced as an African-American woman in a largely male-dominated field. Her teamwork, networking, drive, and intelligence helped her overcome both the challenges she faced professionally and in her many mountain climbing treks including to the top of Mount Kilimanjaro.

What they'll cover:

• "Smacked"- a book about Eilene's personal experience dealing the with the impact of addiction after discovering the secret life that led to her now late ex-husband's death.

• What it was that helped her make the brave decision to go public with her story.

• What jobs Eilene believes make people more vulnerable to addiction issues. And yes, financial service jobs are high on the list.

• What signs you should be aware of to help spot issues amongst coworkers or employees, as well as what steps to take if you do suspect addiction is a problem for one of them.

• How Eilene believes the pandemic is affecting those currently struggling with addiction issues.

Come learn more from CRMNEXT: www.crmnext.com

Credit unions can help the next generation become more financially savvy, and can garner new GenZ members along the way!

The founder of Zogo Finance, a gamified financial education app that pays users to learn, explains how.

Jerry Leisure from Officium Labs and Joe Salesky, CEO of CRMNEXT bring unique perspectives of the gaming world and financial services world.

• Experience for gamers and members of a credit union or bank is unique and require attention to detail

• living the micro-journeys of experience first-hand

• How the gaming world is really paving the path for the future of work

Come see more here: https://www.crmnext.com/us/blog/banking-on-relationships/