EPISODE · May 16, 2024 · 29 MIN
OneClick Away from a Personalized MX, with Amy McGraw and Ben Maxim
from TechSolutions4CUs · host With Finopotamus Co-Founder John San Filippo
Some are old enough to remember when a personalized banking experience was chatting with your favorite MSR as you deposited your paycheck every Friday afternoon. Today, fewer and fewer members are visiting a branch, instead opting for all-digital banking. So how do you create a personalized experience for those digital members? Amy McGraw, Tropical Financial Credit Union's Chief Experience Officer, has the answer. She uses OneClick Financial from Reseda Group to achieve truly personalized digital member engagement. Listen to this podcast and you'll discover exactly how she does it.
What this episode covers
Some are old enough to remember when a personalized banking experience was chatting with your favorite MSR as you deposited your paycheck every Friday afternoon. Today, fewer and fewer members are visiting a branch, instead opting for all-digital banking. So how do you create a personalized experience for those digital members? Amy McGraw, Tropical Financial Credit Union's Chief Experience Officer, has the answer. She uses OneClick Financial from Reseda Group to achieve truly personalized dig...
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OneClick Away from a Personalized MX, with Amy McGraw and Ben Maxim
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