Credit Union Growth Series [Part 2]: What Matters Most with Digital & Your Data

About the Podcast

Mobile banking usage has grown exponentially with the pandemic. Hear how to leverage the increased usage and demand for on-demand channels to enhance member service, marketing, growth, and risk strategies.

Listen On:

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Key Takeaways:

  • [03:56] End to end digital lending, personal video, text messaging are more relevant than it was a year ago.
  • [04:27] More sophisticated digital marketing techniques have very quickly become more important when we are not getting frequent in-branch opportunities to interact and present offers to members.
  • [11:36] If you’re not texting you need to get to it. 93% of all texts are read within nine minutes.
  • [14:55] Do a simple audit of your own digital experience. Put yourself in the shoes of a current or potential member.

Presented By

Charlie Peterson
Charlie Peterson

Senior Vice President, Strategic Initiatives | Allied Solutions

With more than 34 years of diverse experience in the financial services Charlie Peterson has supported over 1000 clients in nineteen states providing 'best in class' insurance, income, loss mitigation and technology efficiencies to the credit union marketplace. His passion and drive in lending growth, loan participation, client consultation and digital channel development have been his hallmarks. In his current role with Allied Solutions, Charlie is helping credit unions nationwide successfully execute on their visions and plans for growth. 

Jarrett Settles
Jarrett Settles

National Sales Consultant, Technology & Lending | Allied Solutions

Jarrett Settles is the National Sales Consultant for Lending, Deposits, and Technology at Allied Solutions. He works with credit union executives to identify barriers and opportunities for growth and develop innovative business solutions. He also advises financial institutions of all shapes and sizes on digital transformation and data strategy.

Key areas of focus that Jarrett brings to financial institutions surround generational divides in consumer behavior, data-driven loan and deposit growth solutions, as well as expertise in fintech, insurtech, and financial institution technology.