Essential Strategies to Improve Operations & The Member Experience
Thursday, December 14, 2023 at 1:00 pm CST
Session Description
Now more than ever comprehensive data drives the credit union industry. From better serving members to streamlining operations, data-driven strategies are the keys to success and continued growth. Credit unions that master these strategies will have a leg-up on the competition, putting them in a more competitive position as the financial market continues to roil and change.
And one of the great things about credit unions is that the different institutions share their strategies, which in turn makes the industry stronger one credit union at a time. Richard Grieser, Vice President of Marketing for the data-driven company Truv, understands this principal both in concept and in application. Along with Brian Waldron, President/CEO of Dort Financial Credit Union, the pair will bring their knowledge of data-driven applications and implementation to share with participants in this edition of ACUMA’s Inside Track webinar series.
What you learn may depend on the level at which you participate, but anticipated discussion topics include the following:
- How to grow membership and increase deposit holders
- How to measure and improve the member experience
- Strategies to save as much as 80% on specific mortgage loan origination costs
- How to reduce the load on credit union teams through automation and new technology
- How to increase the speed and quality of the loan origination process
All those bullet points roll into the profile of any credit union prepared to take advantage of what the future of the financial markets may hold. Join the industry leaders on December 14 and learn how to make the most of your knowledge and its application in 2024 and in years to come.
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.
Speakers
Richard Grieser
VP Marketing
Truv
Brian Waldron
President/CEO
Dort Financial Credit Union
Truv is the market-leading open finance platform that enables financial organizations with access to every data source available and superior coverage. In two short years, Kirill Klokov (Co-Founder & CEO) and Ilya Chatsviorkin (Co-Founder & CTO) founded Truv to put data back in the hands of consumers. Truv covers more than 150 million Americans with over 12,800 unique integrations to payroll providers, employers, and gig platforms.