Making Segmentation Work: Smarter Targeting for Today’s Member
There’s no shortage of opportunity heading into 2026, but reaching the right members requires clarity and intention. This session will dive into how credit unions can identify homeowners, spot retention opportunities, and segment their audiences for targeted and timely outreach. We will discuss simple tactics for smarter marketing, including how to approach today’s first-time homebuyers, how to onboard new members effectively, and how to uncover new opportunities within your data. Bring your questions, insights, and ideas for a highly relevant Q1 discussion.
