Dawn Fichtner-Jean

Post 9 of Our Series: Why Do Consumers Still Call? 📞 Why Do Consumers Still Call? We Want to Hear From You! As we near the end of our multi-post series, we’re curious: ➡️ Did we miss any reasons why consumers still call their bank or credit union? ➡️ Why do you think consumers continue to pick up the phone instead of relying solely on digital channels? ➡️ Do you believe phone calls will phase out with younger generations, or will telephony remain relevant? ➡️ Is telephony customer service worthy of your attention in 2025 and beyond? We’d love to hear your thoughts, perspectives, and predictions. Let’s start a conversation! 📧 Email us at: [email protected] #ConversationalAI #CommunityBanks #CreditUnions #AI #CustomerExperience #MemberExperience #AIinBanking #Fintech #DigitalTransformation

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"The future of credit unions lies in their ability to adapt and innovate in response to evolving consumer demands. That is why so many credit unions are prioritizing platforms like Spiral to increase their deposit growth and win the battle for the younger, more engaged members.” Read more in the article published by CUInsight.com, Behind the buzz: How credit unions are targeting 3x deposit growth in 2024 https://bit.ly/CU-Buzz #CreditUnions #CommunityImpact #FinancialWellness 

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👉 FREE EBOOK DOWNLOAD 👈 As #creditunions engage in their strategic planning sessions, they should consider what will really help them not just grow, but thrive, long into the future. Network Lending helps future-proof your credit union allowing it to more adeptly navigate market fluctuations and provide more flexibility with your liquidity management. #lending #fintech #strategicplanning #growth

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Approach your digital banking implementation with confidence! In our upcoming webinar, digital banking leaders from Alkami, Nutmeg State Financial Credit Union and Mascoma Bank will share their top strategies for driving impactful and successful retail banking, and business banking implementations. Don’t miss the chance to hear from this panel of industry experts: https://lnkd.in/esB86nyk #DigitalBanking #Webinar #BankingInnovation #Banks #CreditUnions

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Don’t miss the Consumer Bankers Association and Curinos’ EVP Pete Gilchrist and SVP Olivia L.’s analysis of the most effective customer acquisition strategies in play today for banks and credit unions. Register for “Greater Profitability in 2025 and Beyond: Ingredients for Success” for FREE with code CURINOS822. The webinar will cover: - The most important areas of investment for 2025 and beyond - Tempting investment areas that should be deprioritized - The valuable pockets of customers whose needs aren’t being met, representing your next source of differentiated value Register now: https://hubs.li/Q02KvTRJ0

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To excel in small business lending, it's crucial for institutions to sharpen their focus, embrace cutting-edge technology and build strong relationships with borrowers. By implementing these approaches, FIs can become the go-to partners for small businesses, unlocking new opportunities and fueling growth. Learn more tips in our latest blog: <<<<https://lnkd.in/eZrsbgdT>>>>

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🚀 Is your bank or credit union ready to enhance its marketing game? Our latest blog post from Marketing Director Monica Hoyer, CPC, ELI-MP dives into the power of marketing automation for financial services. Discover how personalized email campaigns, automated onboarding, lead nurturing, and more can transform your customer engagement and operational efficiency. 💼📈 #marketingautomation #financialservices #banking #creditunions

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Augment your multichannel marketing with print postcards. Core iQ all-in-one marketing software for banks and credit unions makes print marketing effortless. https://ow.ly/Imrw50SKf6e

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From PFM to PFE: The Future of Financial Engagement is Here! Personetics' President of Americas, Jody Bhagat, explains in Credit Union Times how AI-powered Personal Financial Engagement (PFE) is helping credit unions deliver proactive, personalized guidance at scale — reinventing how they support their members' financial goals. https://lnkd.in/d7diz6MW

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Credit union marketing can be complex, but when done right, it drives growth and member engagement. Our latest blog dives into key strategies to elevate your credit union’s marketing efforts and build lasting relationships with members. Read more: https://lnkd.in/gTm3kCR4 #CreditUnionMarketing #MarketingStrategy

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How is your team tackling the spikes in #delinquency 🤔 #CreditUnions and Community #Banks are turning to Eltropy's #AI-Powered Conversations Platform to tackle rising delinquency rates in the lending industry. As delinquencies spike, our innovative solution is empowering financial institutions to navigate challenges and enhance customer interactions 📱 Check out the full release ⬇️ https://lnkd.in/ghkK5Gax

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Credit Union 1 Partners with Creatio to Digitize and Enhance Member Relationships https://lnkd.in/gunQ2MYr #creditunions #creditunion #digitize #technology #automation #processing #membership Credit Union 1

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If you're a CDFI credit union and you're wondering, 'What the heck is a material event?' this blog is for you. We also explain how to report it, so check it out: https://loom.ly/xBocgws #creditunions #CDFIs #materialevent

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Attention bank and credit union leadership, marketing strategists, digital stakeholders and customer experience experts — is personalization in your plans for 2024 and beyond? Take it from AI experts Sarah Welch and Olly Downs: it should be. Join them for their The Financial Brand Forum demo session, Amplero: AI-Powered Personalization, on May 22 at 2:00 p.m. PST and see: - How Amplero’s AI operates like a heat-seeking missile focused on your business objectives and KPIs - How to easily set up onboarding processes that automate experimentation and optimization to create the right journey for each customer - How Amplero fuels new creative ideas to test based on insights into what is working (and not) - How Amplero gives marketers a range of campaign performance metrics that illustrate true impact on the business Learn more: https://hubs.li/Q02tZcxH0

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Are you a financial institution looking to differentiate your loyalty program and keep your cards top of wallet? Our own Kelli Hobbs recently shared some tips for ways people can get the most out of their bank loyalty program that were published by GOBankingRates. Banks take note: Kelli’s tips also provide a perfect checklist for how to offer smart, strategic rewards that drive engagement and loyalty. Check out Kelli’s insights here: https://lnkd.in/g8rMGy9M #loyalty #banking #bankingloyalty #rewards

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"As Jay Baer once said, 'We are surrounded by data but starved for insights.' This couldn’t ring truer for bank and credit union marketing leaders. You’re swimming in an ocean of numbers, percentages and analytics…but are you really seeing the full picture? Let’s dive into why data – while invaluable – isn’t the be-all and end-all of your marketing strategy." #ownersrepresentative #financialinstitutions #bank #bankdesign #creditunion #credituniondesign #structurefirst

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Banks and credit unions are increasingly feeling the pressure to reduce expenses, grow core customers and acquire low-cost deposits simultaneously. To get there, most are taking one of two taking two distinctly different approaches in their branch network strategy: https://hubs.li/Q02FGwXH0

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