Leaders in Lending

Winning the Battle for Member Loyalty


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In a market where the consumer is juggling multiple relationships with financial institutions, how can credit unions compete?
Consumers want to better understand their financial well-being, which means they need a holistic picture across multiple platforms. Drawing on data from a mix of daily digital habits can provide just that, while also driving loyalty.
Samantha Paxton, Chief Experience Officer at Co-op Financial Services, shares her experience in building these systems for credit unions and the indispensable value they serve for strong member relationships.
Join us as we discuss:
How to measure the strength of member relationships
Driving engagement with payments and money movement
How to help foster financial well-being by being friction-free and guiding members to achieve their long-term goals
...more
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