Top Strategies for Technology-Driven Member Retention and Engagement 

Engage Members to Grow from Within 

Increasing customer retention rates by just 5% increases profit by 25% to 95%.

Learn how to drive the ideal member experience. 

• Define clear member journeys for key moments in your member’s financial journey. 
• Automate marketing and sales so members receive consistent experiences. 
• Incorporate humanized messages throughout the journey to drive relevancy and engagement.