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Navigating the digital shift: Create a personalized member-first banking experience

Assets for Webinar – co-branded VisiFi_1320x830px
Date & Time
Location
Virtual
Presented by

VisiFI

Powered by

CUInsight

Panelists

Leia Ragland
Alison Cooke
Nadine Hohnke

As the banking industry undergoes a pivotal transformation from traditional models to a digital-first approach powered by generative AI, credit unions are challenged to redefine member experiences. Personalization and contextual banking are no longer optional; they are critical to retaining relevance and competitiveness. The experts will dive into insights and the role of data, AI, and engagement banking to create customized, timely, and meaningful experiences that meet the growing expectations of modern account holders. Join us as we explore the essential building blocks of building a member-first banking experience, from personalized financial wellness, marketing insights and lending to leveraging AI and data to elevate the journey.

Learning objectives

  • How credit unions are leveraging their ecosystem and prioritizing their roadmaps to prepare for the evolving expectations of their members
  • Gain insights into the shifting paradigms from traditional to digital-first models and how generative AI is transforming member engagement
  • Master the art of personalization and contextual banking
  • Learn practical strategies to implement personalized, data-driven interactions that deliver relevant services at the right time, enhancing member loyalty and engagement

Speakers

Leia Ragland

Panelist

Leia Ragland

AVP of Marketing & Business Development at Legacy Federal Credit Union

Alison Cooke

Panelist

Alison Cooke

Chief Executive Officer at ACIPCO Federal Credit Union

Nadine Hohnke

Panelist

Nadine Hohnke

AVP Member Experience & Product Development at Public Service Credit Union