Member Segmentation at Scale: Personalizing the Member Experience

Creating Healthy Members to Create a Healthy Credit Union

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RECORDED ON NOVEMBER 1, 2023

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Member Segmentation at Scale: Personalizing the Member Experience

In today’s digitally powered world, personalization is the best way to engage and retain your credit union’s members. In order to create personalized interactions with your members, however, your credit union will need to invest in member segmentation. Member segmentation is the process of creating member segments based on a dominant behavior or characteristic, such as age or spending habits. As credit unions continue to grow the number of members they serve, technology is required to segment and unlock member personas throughout the credit union. Matching credit union expertise with the power of Predictive Analytics super charges credit unions’ ability to personalize each and every member’s experience.

SPEAKERS FROM THIS SESSION
Nate Wentzlaff Sr Director, Product Management, Trellance
Daragh Fitzpatrick SVP, Advanced Analytics, Trellance

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