PRESENTERS:

Sam Nevers

head of customer success

Vertice AI

Jeremy Jenkins

VP, data analytics

Vizo Financial

ABOUT THE WEBINAR

Sustainable growth for credit unions requires a multi-disciplined approach grounded in your credit unions heritage and enabled by equipping your team with intelligent tools.

For credit unions focused on long-term member growth, one discipline stands above the rest: deeply understanding member engagement.

In this session, we’ll explore how leading credit unions answer critical questions such as:

• Who are our most engaged members?
• Why do we consider them highly engaged and how did they become that way?
• What is driving participation up or down across the membership, and how do we uncover opportunities to adapt to these changes?

We’ll also demonstrate how Vertice AI makes engagement scoring easy, repeatable and clear allowing your credit union to move from assumptions to evidence. Importantly, you’ll see how to quickly identify what is driving engagement up or down, so your team can align strategy, prioritize initiatives and take action with confidence.

If your goal is measurable growth powered by better member insight, this webinar will provide a practical path forward.

There is no fee to attend this informative webinar, however registration is required. The session will be recorded for on-demand training, which will be available on the Vizo Financial website 3-5 business days after the live session. This session does NOT qualify for CPE credits.