Special Events Training
Summary
With Pocketnest - we provide credit unions the opportunity overnight to have the technology to start fighting back through a comprehensive digital experience enabling them to retain and bring back lost members & clients to trusted brands that supported their parents and grandparents for the past 100 years.
If that excites you as much as us, our partners, and clients - we look forward to diving deeper into how we do this during this webinar!
Audience
All Credit Union team members - especially member experience, operations, marketing, digital, etc.
Objectives
The objectives of the webinar are to highlight the capabilities of Pocketnest's Financial Journey Platform embedded within CU*As It's Me 247 experience and demonstrate the value proposition for both the credit union and its members.
Topics
1. Pocketnest's approach to comprehensive financial planning via 10 themes
2. Leveraging data to drive deeper journeys and actionable goals
3. Credit Union ROI beyond financial literacy through increased wallet share
4. Utilizing AI to create a more dynamic native experience
