From Loan to Loyalty: Data-Driven Strategies for Engaging Every Member

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Smarter Member Engagement: Data-Driven Strategies to Convert, Retain, and Grow

Credit unions are facing more pressure than ever to deliver personalized, high-impact member experiences. Data-driven engagement is the key to unlocking deeper relationships, growing wallet share, and boosting loyalty across your membership. In this live webinar, you’ll hear from industry leaders as they share proven strategies for identifying under-engaged members, building high-performing onboarding journeys, and creating campaigns that drive measurable results. We’ll explore engagement tactics that work across all segments, with a special case study on converting indirect borrowers into loyal, multi-product members.

In this webinar, you'll discover how to:

Use data and segmentation to find under-engaged members, including indirect borrowers.

Spot early signals of conversion readiness, such as ACH setup, logins, payment patterns, and chatbot use.

Build onboarding and lifecycle campaigns that boost adoption and grow share of wallet.

Apply creative marketing to strengthen brand and member connections.

Use the indirect borrower journey as a data-driven engagement example.

Track and improve results with AI-powered insights.

Use psychographic data to precisely target members, cutting marketing spend by up to 85%

LIVE Webinar | September 18 | 4 PM - 5 PM ET