Discover the CCUA's Webinar Wednesday series, designed to bring educational insights, innovative solutions, and member-focused services directly to you. Held on Wednesdays of each month, this series features timely topics and expert perspectives to keep credit unions ahead in a dynamic industry.
From Digital Branch to Digital Concierge: Personalizing Every Member Touchpoint
Members expect their credit union to know them the way Netflix and Amazon do. But most CUs are still sending the same HELOC email to 40,000 members and hoping 2% click.
This session shows how AI-driven intent signals transform the digital experience from generic to personalized across web, mobile, email, and contact center. Walk through a real member journey: the signals that trigger the right moment, the content that adapts to lifecycle stage, and the handoff from digital to human when it matters. Attendees leave with a framework for identifying the three highest-impact personalization moments at their CU; without ripping out the core.
Sabhya Katia, Co-founder at Merble
Sabhya Katia is the co-founder of Merble, where he helps credit unions engage members earlier in the lending process by improving insight into borrower timing and context. With a background in real estate and lending, he focuses on helping credit unions have more timely, consultative conversations that strengthen relationships and drive better lending outcomes.
CCUA Webinar Wednesday virtual events are exclusive to member credit unions. Partners interested in engaging with our credit union community can explore sponsorship opportunities by emailing solutions@ccua.org.
