Smarter Retention: Leveraging Data to Protect and Grow Your Portfolio

In today’s competitive financial landscape, member retention isn’t just important—it’s essential. Join Total Expert’s James White as he sits down with Joseph Watts, Mortgage Production Manager from Ent Credit Union, for an engaging webinar where they’ll explore how to unlock the power of the data you already have to retain and grow your member base.

They’ll 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. This session will leave you with practical, actionable insights to help your credit union strengthen relationships, boost loyalty, and drive long-term growth.

James and Joseph will dive into:

• 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

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.

Sponsor Video

Notes: 

1. This session will be interactive so come with your questions.
2. Open to anyone.
3. Session will be recorded.
4. By registering for this event, you submit your information to the webinar organizer and sponsor, who will use it to communicate with you regarding this event and their other services.