Family Matters Session 3: Family Connections
Wed, Sep 20
|Live Virtual Series
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.
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…
Tickets
Free to CU executives
$0.00
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