How to Capitalize on Customer Intelligence

Date:July 18, 2019
Time:1:00 pm Central
(2:00 pm Eastern, 1:00 pm Central, 12:00 pm Mountain, 11:00 am Pacific)

Attend a FREE webinar brought to you by CUNA Strategic Services and Harland Clarke.

Presenter: Charlotte Taft, Director of Business Intelligence at Callahan & Associates

The smart use of data analytics can turn a financial institutions communications strategy from potentially creepy to authentically clever. As many credit unions work to get analytics departments off the ground or into more advanced phases, developing intelligence about your members is both the best place to start and an essential area for development. This session digs into the ways data analytics and marketing efforts can align to better understand members, the services they use, the products they need, and offers a checklist for using this intelligence efficiently and authentically.

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