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CUNA and NAFCU are now America’s Credit Unions,
a unified voice for the credit union industry.

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Boosting Member Loyalty With Marketing Automation and AI

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November 13 , 2024

A free webinar brought to you by CUNA Strategic Services and Prisma Campaigns.

Discover how credit unions are leveraging marketing automation to boost member loyalty, elevate digital experiences, and drive loan and deposit growth. You’ll also learn how personalized messages to your members – wherever they are – can build deeper relationships and increase revenue and about the power of automated email, digital banking banners, and other channels to enhance your outreach.

Additionally, find out how marketing automation and AI can tackle various challenges beyond traditional marketing. Discover how AI-generated copy drafts and image iterations can streamline your content creation process, making your campaigns more efficient and impactful. Leverage the power of predictive analytics to anticipate member needs and personalize interactions, driving engagement and satisfaction.

Real campaign examples are shared, showcasing successful strategies and outcomes, providing you with actionable insights to apply in your own credit union.

This webinar is ideal for credit unions of all sizes. Whether you’re just getting started with marketing automation and need innovative ideas or you’re already making progress and looking for benchmarks to measure your success, this session will provide valuable insights and practical tips. Marketing professionals, digital strategists, and member experience teams will benefit from learning how to enhance their strategies, improve member loyalty, and drive growth through marketing automation and AI techniques.

Key takeaways include:

  • How to best leverage marketing automation to boost member loyalty and growth
  • How personalization can deepen relationships and increase revenue
  • How AI can help streamline content creation
  • How predictive analytics can help boost engagement and satisfaction

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About Prisma Campaigns

Prisma Campaigns offers innovative solutions to help credit unions grow membership, drive loan and deposit growth, and improve members’ financial well-being – all while elevating digital experiences. Through their marketing automation platform and Direct Deposit Switch (DDS) solution, they enable credit unions to use their data to target and personalize digital interactions across all channels (email, SMS, online, and mobile banking).