Turning Data into Loan Growth for Your Credit Union

On-Demand Webinar

Credit unions must leverage every tool at their disposal if they want to stay one step ahead of their competition—and one step ahead of rising member expectations. Having the ability to quickly sort and analyze your data allows you to identify high-quality opportunities to engage members when it matters most.

James White, General Manager of Banking, sits down with Meg Dunn, VP of Mortgage at Lake Michigan Credit Union, explore the transformative power of data and how to use it to drive loan growth within your credit union.

They guide you through using key data points to understand member intent and behavior. They also show you how to craft personalized messages that resonate with your members, enhance lead generation, and streamline deal flow. Discover strategies to harness data effectively, improve member engagement, and ultimately achieve sustainable growth.

Key takeaways include:

  • Identifying and analyzing crucial data points to understand member intent
  • Creating targeted, personalized communications that drive member engagement
  • Leveraging data to enhance lead generation and streamline deal flow
  • Practical examples and success stories from leading credit unions