Skip to content
  • FR
  • FR
  • About Us

    ABOUT US

    • Who We Are
    • Metholodogy
    • Careers
    • Customer Portal
  • Services

    CRM CONSULTING

    • CRM Solutions
    • CRM Platforms
    • CRM Selection

    CRM IMPLEMENTATION

    • CRM Services
    • How It Works
    • What You Get
    • Cost Factors

    CRM OPTIMIZATION

    • CRM Optimization & Improvement

    CRM SUPPORT

    • Post-Implementation Support
  • Partners

    CRM PARTNER PLATFORMS

    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • App Marketplaces

    Inception & Strategic Roadmap

    • Business & CRM Consulting
    • CRM Platform Selection
    • CRM Roadmap & Strategy

    CRM Implementation & Systems Integration

    • CRM Roadmap Release Plan Execution
    • User Adoption & Training
    • Systems Integration

    CRM Optimization & Continuous Support

    • Post-Implementation Support
    • CRM Optimization & Improvement
    • Personalized Support
  • Industries

    INDUSTRIES

    • Credit Union
    • Bank & Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Museum & Cultural Venues
    • Transportation & Logistics
    • Retail & Distribution
    • Services
    • Cosmetics & Beauty
    • Nonprofit
    • Construction
    • Government
    • Healthcare
    • Technology
    • Food & Beverage
    • Tourism
    • Other
  • Resources

    RESOURCES

    • Articles
    • Case Studies
    • Ebooks
    • Press Releases
    • Testimonials
    • Webinars

    LEARN MORE ABOUT...

    • CRM Strategies
    • Marketing Automation
  • About us
    • Who we are
    • Methodology
    • Careers
    • Customer Portal
  • Services
    • CRM Consulting
    • CRM Implementation
    • CRM Optimization
    • CRM Support​
  • Partners
    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • Marketplace
  • Industries
    • Credit Union
    • Bank and Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Others
  • Resources
    • Articles
    • Case Studies
    • eBooks
    • Press Releases
    • Testimonials
    • Webinars
  • Contact Us
  • About us
    • Who we are
    • Methodology
    • Careers
    • Customer Portal
  • Services
    • CRM Consulting
    • CRM Implementation
    • CRM Optimization
    • CRM Support​
  • Partners
    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • Marketplace
  • Industries
    • Credit Union
    • Bank and Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Others
  • Resources
    • Articles
    • Case Studies
    • eBooks
    • Press Releases
    • Testimonials
    • Webinars
  • Contact Us
  • FR
  • FR
Contact Us
Webinar

The New Era of Member Experience in Credit Unions

Published on December 17, 2024

Home / Webinars / The New Era of Member Experience in Credit Unions

60 minutes listening time

Share this webinar

Table of Contents:

  • Uncover strategies for digital transformation tailored to credit unions
  • Learn how technology enhances member experience and engagement
  • Explore how data drives personalized offerings and better outreach
  • Get insights into multichannel communication for seamless member interactions
  • Understand how to build trust with robust data management and security
  • Investigate future trends and upcoming challenges for credit unions
  • Discover steps for adopting and optimizing new technologies

Watch this webinar to learn how credit unions can improve the member experience and promote growth through new strategies and technology.

WATCH NOW

Innovate to thrive – a rule that credit unions increasingly use today. Join industry experts Sébastien Forget, Founder of Solutions Metrix, and Jason Miller, Chief Evangelist at Creatio, as they explore strategies to enhance member experience and drive digital transformation for credit unions. Drawing on years of experience and successful case studies, they will highlight how leveraging no-code technology, data integration, and CRM solutions can create meaningful engagement and sustainable growth.

Key topics include:

  • Transition from branch-based to digital member engagement
  • Data and AI utilization for personalized offerings and enhanced outreach
  • Operational efficiency boosts through automation and integrated workflows
  • Data security and trust in digital transformation efforts

Learn how to excel in the new era of member experience using innovative tools and strategies to keep your credit union competitive.

Other resources

  • Articles

CRM Solutions for Credit Unions: 6 Strategies to Boost ROI and Expand Membership Now

February 24, 2025

Discover CRM for credit unions. Adopt key strategies to improve member experience with personalized marketing, and boost ROI
Learn more
  • Articles

Secure the Future of Your Credit Union Engaging Young Generations

February 24, 2025

A customer relationship management (CRM) system helps insurers track customer data and interactions.​
Learn more
  • Articles

Why Do Credit Union Members Leave for Banks?

February 17, 2025

Learn why members leave credit unions for banks and reverse the trend today. Optimize your credit union strategy
Learn more
Looking to Upgrade Your Current CRM
or
Make the Switch to a Better System?
Schedule Your Free Demo
Popular Tags
  • Article
  • Banking
  • Case Study
  • Construction
  • Creatio
.
  • Credit Union
  • CRM
  • Distribution
  • Education
  • Healthcare
.
  • Insurance
  • Manufacturing
  • Marketing
  • Microsoft
  • Museum
.
  • Pharma
  • Retail
  • Sales
  • Salesforce
  • Services
.
  • Sugar
  • Testimonal
  • Transportation
  • Webinar
Our Authors
  • Sébastien Forget
  • Kaliopi Spiropoulos
  • Myroslava Kryvoshei
  • Sarah-Rose Menard
About Us
  • Who We Are
  • Methodology
  • Careers
  • Customer Portal
  • Privacy Policy
  • Site Map
Services
  • CRM Consulting
  • CRM Implementation
  • CRM Optimization
  • CRM Support
  • CRM Strategies
  • Customer Services
Partners
  • Salesforce
  • Microsoft Dynamics 365
  • Creatio
  • SugarCRM
  • App Marketplaces
Industries
  • Credit Union
  • Bank & Finserv
  • Insurance
  • Pharmaceutical
  • Higher Education
  • Others
Resources
  • Article
  • Case Study
  • Press Release
  • Testimonial
  • Webinar
  • Authors
Linkedin Facebook Youtube X-twitter Instagram
© 2025 Solutions Metrix. All rights reserved.