Global CU Scales Nationwide Growth Through AI-Powered Personalization

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By Finalytics.ai

Global Credit Union (Global) is one of the top 20 largest credit unions in the country, recognized for its community-focused approach originally homed in Alaska. As Global expanded its footprint to states like Arizona, California, Washington, and Idaho, it needed to maintain this personalized member experience while driving growth in new regions. By partnering with Finalytics.ai, Global leveraged advanced AI and machine learning capabilities to deliver highly targeted digital experiences based on location, individual member data, and campaign analytics.

Within 12 months, the integration with Finalytics.ai led to significantly higher funnel completion rates, robust product adoption, and a marked increase in membership – demonstrating that a data-driven approach can be both scalable and personal. From geo-personalized experiences to digital banking data optimization and campaign nurturing, Global crafted cohesive, relevant interactions for each member and prospect. This combination of strategic targeting and a commitment to community values helped Global deepen relationships with existing members and position itself for sustainable growth in new markets.

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Finalytics.ai

Finalytics.ai is the first community financial institution platform to apply real-time AI for deeper member engagement, fueling sustainable growth for credit unions.

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