Small Credit Union Roundtable
Wed May 22, 2024 2:00 PM - 3:00 PM EDT
Online, Zoom
Description
Gain a 360-degree View of Your Portfolio + Maximize Your Membership
How well do you know your members? The Equifax/Confluent Strategies team will discuss how reviewing your portfolio will help you to better evaluate risk and discover new growth opportunities. They will also show you how to access valuable data for small credit unions, how to make sense of the insights, and how to leverage them to grow your membership and identify those members who could benefit most from outreach and assistance.
Guest Speakers
- Laura Hooper, Relationship Manager, Confluent Strategies
- Jane Pach Rutledge, Data-driven Marketing Specialist, Confluent Strategies
- Maddie Wells, Customer Success Lead, Confluent Strategies
As a thank-you for attending, each registrant on the call will receive a $10 digital Starbucks card to help you power through Q2 with confidence. All attendees will also be entered into a drawing to win a $200 digital Amazon card.