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Wed, Sep 20

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Live Virtual Series

Family Matters Session 3: Family Connections

FAMILY CONNECTIONS: Build stronger relationships with members that last years before & after a transition bridging the generational gap. Enable peace of mind through info security & planning services, allowing members to protect their wealth & wisdom for future generations with The Postage.

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Family Matters Session 3: Family Connections
Family Matters Session 3: Family Connections

Time & Location

Sep 20, 2023, 2:00 PM – 2:30 PM

Live Virtual Series

About:

Session 3 - September 20, 2023 – 2 PM – 2:45 PM ET

FAMILY CONNECTIONS: The Postage is a comprehensive life planning and succession platform for families and small businesses. By guiding customers through securely organizing their critical information, managing their life and succession plans, and capturing personal memories and messages, The Postage enables financial institutions to build stronger relationships with retail and small business members that last years before and after a transition bridging the generational gap. While The Postage is not a typical fintech, they are paving the way for financial institutions to leverage member family networks to build cross-generational relationships and recenter CU's as the cornerstones of their communities.

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

Tickets

  • Free to CU executives

    $0.00

Total

$0.00

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