Today’s marketing leaders are shaping the full member journey, from first impression to long-term loyalty.
This virtual roundtable brings together credit union marketing leaders to exchange ideas and learn from peers in a small-group setting. Through focused, real-world conversations, you will gain practical insights to apply across acquisition, engagement, and growth.
Expect candid dialogue, peer feedback, and honest discussion about what is working and what is not in today’s competitive landscape.
What’s on the Agenda?
The agenda is driven by participants, ensuring the conversation stays practical and immediately applicable. Topics already on participants’ minds include:
- Growing wallet share: What marketing strategies, messaging, and product positioning are helping credit unions deepen relationships and capture more of members’ financial lives?
- New member growth: What channels, campaigns, and value propositions are proving most effective in attracting new members today?
- Balancing acquisition and engagement: How are marketing teams prioritizing resources between winning new members and expanding existing relationships?
- Data-driven marketing: How are teams using member insights, segmentation, and performance metrics to inform growth decisions?
- Brand and differentiation: How are credit unions sharpening their value proposition to stand out and drive both relevance and conversion?
Have a specific challenge or opportunity you want to explore? Let us know in advance.
Who Should Attend?
This roundtable is intended for the senior-most marketing leader at your credit union — whether your title includes CMO, vice president of marketing, or director of marketing, brand, or growth.
To keep the discussion focused and dynamic, we ask that no more than two participants per credit union attend. If you’re unsure who should join, we’re happy to help identify the right fit.
