Smarter Retention: Leveraging Data to Protect and Grow Your Portfolio

In this on-demand webinar, James and Joseph share proven strategies to identify at-risk members, personalize engagement across life stages, and use marketing automation to deliver the right message at the right time. The session will leave you with practical, actionable insights to help your credit union strengthen relationships, boost loyalty, and drive long-term growth. 

Here’s what they discussed: 

• Why prioritizing retention is imperative with rising competition, the cost of acquiring new members, and the long-term value engaged members provide
• What your data is already telling you and the opportunity in activating with intent
• The value of connecting your data to the member journey and the ability to segment based on behavior with insight-driven outreach
• How automation amplifies your team's ability to engage meaningfully through scalable personalization efficiently