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Webinar: Personalization That Pays Off: How CUs Are Turning Smarter Segmentation into Deeper Relationships and Higher Balances

Review webinar materials from "Personalization That Pays Off: How CUs Are Turning Smarter Segmentation into Deeper Relationships and Higher Balances," hosted August 6, 2026.

The days of cross-selling the next best product based on demographic or life stage data are gone. Today's consumers expect their financial institutions to truly understand them on an individual level, knowing their aspirations, concerns and need for guidance. The credit unions that are leveraging those insights for smarter segmentation are achieving deeper relationships and growing balances. In this webinar, Filene's Advisory Services Director, Caroline Vahrenkamp and NuMark CU's CMO, Kari Endres discuss how Member Pulse segmentation is helping CUs to personalize at scale, connect and communicate with members on an emotional level, and drive measurable growth through deeper relationships. 

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