33 min listen
253) A Segment of One: Collaborating in Personalizing the Credit Union Experience
253) A Segment of One: Collaborating in Personalizing the Credit Union Experience
ratings:
Length:
40 minutes
Released:
Dec 20, 2022
Format:
Podcast episode
Description
Personalization is about humanizing the digital experience. But for banks and credit unions to successfully implement a customer-centric data strategy, everyone in the organization has to be aligned.
In this episode, we’re joined by Tom Novak, VP/Chief Digital Officer at Visions Federal Credit Union, Craig McGlaughlin, CEO of Finalytics.ai, and Mark Ryan, Chief Analytics Officer at Finalytics.ai.
These visionaries give their valuable insight into lessons learned as they navigated complexity together to give credit union customers the personalized experience they deserved.
Join us as we discuss:
- Narrowing focus amidst a multitude of data points (11:16)
- Practical shortcuts in personalization for smaller brands (17:54)
- How machine learning can help FIs react to customer needs (26:48)
Check out these resources we mentioned during the podcast:
- Tom Novak
- tnovak@visionsfcu.org
- Visions Federal Credit Union
- Mark Ryan
- Craig McGlaughlin
- craig@finalytics.ai
- Finalytics.ai
You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.
Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.
In this episode, we’re joined by Tom Novak, VP/Chief Digital Officer at Visions Federal Credit Union, Craig McGlaughlin, CEO of Finalytics.ai, and Mark Ryan, Chief Analytics Officer at Finalytics.ai.
These visionaries give their valuable insight into lessons learned as they navigated complexity together to give credit union customers the personalized experience they deserved.
Join us as we discuss:
- Narrowing focus amidst a multitude of data points (11:16)
- Practical shortcuts in personalization for smaller brands (17:54)
- How machine learning can help FIs react to customer needs (26:48)
Check out these resources we mentioned during the podcast:
- Tom Novak
- tnovak@visionsfcu.org
- Visions Federal Credit Union
- Mark Ryan
- Craig McGlaughlin
- craig@finalytics.ai
- Finalytics.ai
You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.
Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.
Released:
Dec 20, 2022
Format:
Podcast episode
Titles in the series (100)
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