Survival. The ability to personalize offers in real time isn’t just good business for Alberta’s largest credit union. It is about survival in a changing and challenging marketplace that is crowded with traditional financial institutions and emerging digital banks.
Servus Credit Union recognized that transforming their member experience was a must to drive growth through member acquisition, retention, and expansion. By combining the premium member service they are known for with a first-rate digital experience, Servus is positioned to delight their members while fending off online-only competitors.
In this session, you will learn about:
- The roadmap required to make this vision a reality
- How Servus is engaging current and prospective members with Marketo Engage
- The importance of integrating data to create a single view of the member
- Applications for real-time personalization for acquisition and cross-selling