Winning Wallet Share: Deepen member relationships without relying on in-branch visits

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A free webinar brought to you by CUNA Strategic Services and Sparrow

In today’s financial landscape, loyalty is no longer the default. Members – especially Gen Z and Millennials – are three times more willing to switch financial institutions if their needs aren’t met. For credit unions, where competition is high and in-person engagement is declining, the challenge is clear: how do we turn disengaged members into lifelong advocates?

In this session, Sparrow CEO and 7 17 Credit Union Board Member, Harrison Hochman, unveils a strategic framework to help credit unions reimagine their member relationships. Drawing on conversations with hundreds of institutions nationwide and unique insight from Ohio credit unions, this session provides a practical roadmap for transforming at-risk and one-product members into engaged, multi-relationship champions.

Learn how to:

  • Reground in proven frameworks that have historically created engaged members

  • Translate past best practices into a digital-first environment where in-branch touchpoints are scarce

  • Activate actionable strategies that leverage timing, targeting, and personalization to build trust at scale

  • Replicate branch “magic moments” digitally through real-time data and automated actioning

With case studies, data-driven insights, and step-by-step playbooks, you will walk away with a clear plan to boost engagement, deepen loyalty, and future-proof your membership base.

Connect with Sparrow to learn more.

 

 
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Sparrow

Sparrow bridges the gap between credit unions and the next generation, establishing trust and building lifelong relationships with Gen Z members years before traditional methods could. Sparrow helps launch the most needed financial solution for young adulthood (such as student loans) without having to shoulder any of the risk associated.

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