Emily Stewart serves as a driving force behind Meritrust Credit Union’s digital marketing and analytics initiatives. With a formidable proficiency in bank marketing, customer insights and marketing technology.
Drawing from a rich background in financial services, Emily is instrumental in crafting and executing initiatives that propel the credit union forward. At the forefront of Meritrust’s growth strategies, Emily orchestrates projects that span FinTech advancements to deposit strategy optimization. Her relentless pursuit of innovation and her adeptness in leveraging customer insights, market research and analytics serves as a catalyst for many strategic growth initiatives.
Day 1: Nov 7, 2024
Day 2: Nov 8, 2024
2:30 pm
CASE STUDY: IN-HOUSE CRM ENGINE
Turning Member Engagement Metrics into a Profitability Growth Driver
Build a custom CRM that captures the right data, earns executive credibility, and propels credit-union growth. You will walk away with practical advice on:
- Designing a home-grown CRM architecture that unifies member data, scales easily, and avoids the common pitfalls that doom off-the-shelf implementations.
- Creating an engagement index that translates marketing interactions into a metric executives understand – loyalty, wallet share, and lifetime value.
- Linking engagement scores to profitability goals and using CRM insights to prioritize campaigns, cross-sell opportunities, and resource allocation.
Transform your CRM from a contact database into a strategic growth engine that drives measurable revenue and member loyalty.
