Create Growth With Evidence, Not Assumptions
The credit unions that stand out and succeed aren’t the ones trying to be everything to everyone, they’re the ones confident enough to focus deeply on their engaged members and core purpose. Building a precise strategy around these two aspects is what unlocks real growth.\
Solarity Credit Union is doing just that by analyzing more than 200 data points per member to create a buyer persona called “Engaged Elena”. Through this program the cooperative has completely reshaped its approach to segmentation and branching. The results? Lower employee turnover, stronger member engagement, deeper relationships, and more products per member.
Join Mina Worthington, President & CEO, and David Eldred, Chief Growth Officer, as they share how the cooperative has been able to create a successful, data driven segmentation program and how your credit union can learn from their journey.
What you’ll learn:
- How Solarity was able to set up successful segmentation and member persona programs.
- The measurable outcomes this approach has had on growth and engagement.
- Best practices and takeaways for building personas that you can adapt at your own credit union.
