Request a Demo

Job Role
Inquiry Type

YES, I agree to receive, via email, information about Medallia solutions and success stories that show how industry-leading companies improve the customer experience and increase revenue. Read our Privacy Policy in the footer below.

Read our Privacy Policy

Thank You

Your message has been received and we will contact you shortly.

Webinar Recording

3 Steps to People-Centricity: How Your CU Can Deeply Engage with Members, Potential Members, and Employees

In a digitally interconnected world, Credit Unions need to deeply engage with the communities they serve and create a dialogue that goes beyond transactions. 

In this webcast, Rob Maretsky will walk you through the steps Partners Federal Credit Union has and is currently taking to build a comprehensive experience program that increases engagement with members, their families, and employees (Walt Disney Cast members). 

Step 1: Validate the voice of the customer by closing the loop

Step 2: Unite cross-functional teams to reduce friction and increase efficiency & satisfaction

Step 3: Empower and enable employees to build meaningful connections with customers & prospects

Join this webcast to:

  • Understand how linking customer and employee experience nurtures lasting relationships
  • Learn how to leverage technology to drive continuous improvement of your customer & employee experiences
  • Generate ideas to create a culture of customer-centric innovation

Presenters:

Rob Maretsky, MBA, CSPO, CSM
VP – Digital Services at Partners Federal Credit Union

Lauren Leland Brand
Director, Solutions Consulting – Financial Services and Healthcare, Medallia