How to Retain More Members With Data, Insights, and AI

Virtual
Date

August 19, 2025

Time

02:00 PM - 03:00 PM ET

Location
Host
Phone
Details

Don’t Just Grow. Hold On To What You’ve Built.

 

Retaining members is just as important as getting them in the first place, especially in markets where growth is slow and competition is high. But while most credit unions understand that attrition is a large issue, especially considering the FinTechs of today, few have solid strategies to stop the problem.

In this exclusive client webinar, Jennifer Flexer, VP of Data Governance, Strategy, and Analytics at CEFCU will share how you can combine modern analytics with proven outreach tactics to reduce attrition, identify at-risk members, and turn data into real action. Come learn from a program that’s had real success, decreasing members on the at-risk list attrition rate by 70%.

What you’ll learn from attending:

  • How to proactively spot at-risk members using predictive analytics.
  • Tips to build personalized outreach strategies that improve retention.
  • Tactics to align teams across departments to act quickly and effectively.
  • Successes to replicate from a proven attrition-reduction strategy that has boosted the credit union’s Net Promoter Score by over 5.4 points.
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