Building trust and loyalty through personalization

11/11/2024 32 min Temporada 2 Episodio 5
Building trust and loyalty through personalization

Listen "Building trust and loyalty through personalization"

Episode Synopsis

Join JB Orecchia, president and CEO of Savvy Money, to learn how to build trust and loyalty through personalization. In this episode, JB delves into the importance of personalization in digital banking and highlights the significance of understanding and analyzing credit scores, setting up action plans, and leveraging data to offer relevant financial advice. JB also discusses the challenges and successes of implementing personalized experiences, the role of AI, and the impact of automated marketing.Tune in to hear the full discussion and discover how credit unions can enhance member engagement, improve financial wellness, and drive growth through personalization. Check out additional resources from Origence based on this episode:·       White Paper: A Guide to AI Technology and Credit Union Lending·       Staying competitive: The AI revolution and credit union lending·       Consumer lending solutions to build member connections