Family Matters Session 1: Scoping the Opportunity

Session 1 - September 6, 2023 – 2 PM – 2:45 PM ET

During this session, we will review the concept lab process and methodologies used during the in-person workshop held in May 2023. We will recap the initial group findings, as well as discuss and refine the three specific use cases to assess the challenges and opportunities associated with banking experiences for older adults and their children to refresh those that participated and bring forward those that are new to the group. In closing, we’ll share a brief overview of market solutions that provide a competitive edge for cross-generational relationships that we’ll spotlight in the subsequent workshop sessions.

This live workshop series is designed to deliver high impact for senior credit union leaders, providing actionable insights and introductions to existing solutions that can be implemented right away. Attend all, or just those most relevant to your CU and members.   All sessions are conducted live virtually.

What You'll Take Away:

• Gain insights on unique member needs and pain points of cross-generational relationships via a shareable workshop report
• Identify opportunities to build deeper relationships with members' families
• Generate new ways to embed your CU as a trusted resource during members' big life moments
• Develop tools for member-driven innovation
• Introductions to market solutions that provide a competitive edge for cross-generational relationships

This workshop series:

• Provides a high-level overview of the general concept lab approach and methodologies
• Establishes a foundation for participants to understand the approach and methodologies
• Shares lessons learned from prior solution implementations at spotlighted solutions
• Sheds light on solution’s risk mitigants, economics, and more

Who Should Attend:

• CEOs and COOs
• Heads of Strategy
• Member Experience Executives
• Senior Product Leaders

Registration is Free: Bring your Team