The Marketing Network Quarterly Meeting is your chance to explore how marketing can play a bigger role in turning member data into mortgage opportunities. Together with your peers, you’ll dig into what a CRM actually does, how marketing and lending teams can use it together, and how credit unions can get more value from the database they already have.
For this conversation, we’ll be joined by Dr. Bruce Lund, Founder & CEO of Accountable CRM, who will share practical insights and real-world CRM use cases from his work with credit unions.
In this session, we’ll discuss:
Breaking the CRM Stigma: Understanding what a CRM is, what it is not, and where it fits within your mortgage strategy.
Owning the Database: How marketing, loan officers, and leadership can approach database ownership and member engagement.
CRM in Action: Practical use cases and lessons from credit unions using CRM to support mortgage growth.
Finding the Right Fit: Understanding the differences between a general CRM and a mortgage-specific CRM.
Getting More From Your Data: How marketing teams can generate greater ROI from the database they already have.
Join us for an interactive conversation designed to answer CRM questions, share ideas, and help marketing and lending teams turn their existing data into stronger member engagement and new opportunities.
