Learn how you can leverage the data you already have with your existing members to increase product relationship counts across lending, deposits, and insurance/ancillary products, while providing personalized, meaningful services that resonate at an individual level.
In this session, we will discuss:
- Recognizing the value of targeting existing members
- Personalization as the key to driving digital lending offer and deposit account opening interaction
- Embedded cross-sell and position placement success
Presented by: Samantha Ziesemer, TruStage Director of Product Management
Samantha Ziesemer leads Product in the TruStage FinTech Solutions division. She brought the Digital Lending Experience (DLX) lending point-of-sale product to market in 2020 and led the Digital Storefront Cloud build-out. Sam has worked at TruStage for 11+ years in a variety of technology and product roles, and prior to that worked in Global Healthcare Technology.
Please note this webinar is open to CCUA, CT, and VT credit unions only. Partners wishing to connect with our members may email solutions@ccua.org.
