Growing, Retaining, and Expanding Member Relationships Across Generations
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
This hands-on workshop will be facilitated by industry experts of the Concept Lab which is dedicated to launching new products by forging partnerships between startups and financial institutions. The Concept lab leverages modern agile business methods including Design Thinking, Jobs Theory, Customer-Centered Development, Product-Led Growth, and others. Participants will be exposed to the initial findings of the specific member needs, pains, and gains of the ways to enhance the services provided to aging members and attract new ones by fostering growth through increased engagement and establishing connections with the next generation.
External Experts Include:
Leverage proprietary technology that integrates senior-specific financial monitoring, identity theft protection, communication, and how-to content, replacing the ad hoc paper pile, spreadsheets, and hold music that today greets adults caring for someone else's money.