The First 90 Days: Turning New Members into Lifelong Relationships
The First 90 Days: Turning New Members into Lifelong Relationships
Overview
The first 90 days of a member's journey are critical for long-term loyalty. This session reveals what data shows about onboarding behaviors that drive engagement, satisfaction, and product adoption.
You'll hear industry research and real-world insights from a credit union that transformed its onboarding approach. Learn how marketing automation, digital tools, and staff engagement can work together to strengthen relationships across channels and set the stage for lasting loyalty.
What you'll learn
- Key data insights on onboarding behaviors that influence engagement and retention
- How one credit union successfully overhauled its onboarding strategy
- Ways to align marketing automation, digital tools, and staff engagement for better outcomes
- Practical tactics to improve cross-channel communication and member touchpoints
- Actionable strategies to kickstart, revamp, or refine your own onboarding program
Speaker
Ben Udell, SVP Product Marketing & Innovation, Marquis
With over 25 years of financial expertise, Ben Udell is a leading innovator in helping banks and credit unions “future-proof” their institutions. He is the leading expert on how bankers can leverage everyday AI, helping others find innovative ways to work smarter and more productively.
As a leader in digital innovation, he enjoys working where customers, technology, marketing, and data intersect. Ben’s insights are sought after at major industry events such as The Financial Brand Forum, where he was 2024’s Top Rated Speaker, state and national conferences, and webinars.
He also writes for The Financial Brand, state journals, and other outlets. He serves on the faculty of ABA’s Stonier Graduate School of Banking, the Graduate School of Banking at Wisconsin, and Madison College. In his free time, Ben creates content for benudell.ai, an AI and technology-focused site.
Pricing & Registration
Attendee Info
Code of Conduct
We want everyone's event experience to be welcoming, respectful, and safe.
How to access
All live hybrid and virtual events, eSchools, and webinars are hosted on Zoom, a web conferencing platform that allows for live, interactive virtual sessions. Some on-demand hybrid and virtual events, eSchools, and webinars are hosted on Vimeo, a video streaming platform – some are hosted on Zoom. To attend, you will need a computer, tablet, or mobile device with a strong internet connection.
Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
Access instructions for webinars and eSchools
Cancellations
All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to hello@americascreditunions.org. Cancellations received more than 7 days prior to the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 7 days prior to the event. Substitutions are accepted prior to the start of the program. Additional costs may apply. Please provide the event name, current participant and new participant name to hello@americascreditunions.org.
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