The Bank and Credit Union Strategic Planning Gift Box
Go over key bank and credit union strategic planning components, such as trend reviews, vision-setting and focused initiatives.
Read MoreWhen your marketing says one thing but what members experience says another, you have a brand gap. Create a united front for a more consistent brand.
Help your team see the critical role they play in your overall mission, whether they’re on the frontlines or in the back office.
Build an experience so memorable your members can’t help but tell others about it.
We’ll help you select the right people to have in the room when you build your journey map.
You’ll work as a team to create your own member experience program that hits every member touchpoint.
We’ll send you your detailed journey map so you can own the program moving forward.
Kelli Green
SVP Member Engagement,
Centric Federal Credit Union
$306 million assets
Mindy Uitterdyk
VP Marketing, UniWyo Federal Credit Union
$494 million assets
Brandon Oliver
VP Branch Operations, SAFE Federal Credit Union
$1.5 billion assets