253) A Segment of One: Collaborating in Personalizing the Credit Union Experience

Personalization is about humanizing the digital experience. But for banks and credit unions to successfully implement a customer-centric data strategy, everyone in the organization has to be aligned.

In this episode, we’re joined by Tom Novak, VP/Chief Digital Officer at Visions Federal Credit Union, Craig McGlaughlin, CEO of Finalytics.ai, and Mark Ryan, Chief Analytics Officer at Finalytics.ai.

These visionaries give their valuable insight into lessons learned as they navigated complexity together to give credit union customers the personalized experience they deserved.  

Join us as we discuss:

- Narrowing focus amidst a multitude of data points (11:16)

- Practical shortcuts in personalization for smaller brands (17:54)

- How machine learning can help FIs react to customer needs (26:48)

Check out these resources we mentioned during the podcast:

- Tom Novak

- tnovak@visionsfcu.org

- Visions Federal Credit Union

- Mark Ryan

- Craig McGlaughlin

- craig@finalytics.ai

- Finalytics.ai

You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

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