Live Webinar

Maintaining the personal touch when you’re no longer face-to-face

How Credit Unions can pivot to personalized online engagement

Tuesday, September 28th, 2021 | 11:00 AM EDT
Cost: Complimentary

About the webinar

One of the challenges Credit Unions can face is a smaller technology budget.  We know as the shift and trend to digital engagement accelerates, keeping up with the investments of the ‘Goliaths’ in the financial sector can prove daunting and difficult. 

However, Credit Unions have and can provide several advantages over bigger financial institutions. Our speakers will share insights on the varying types of advantages within Credit Unions such as nimbleness and agility being on their side. One reference we’d like to point to is; David did alright against Goliath.

This webinar will explore:

  • The importance of personalized engagements across digital channels
  • Why people and process protocols are key pillars of successful technology change
  • How to leverage nimbleness into your online personalization strategy

If you missed the first part of this webinar series offering: Master the art of staying local and relevant in an online world, we invite you to also register to listen and hear insights from those Industry experts. 

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"Giants are not what we think they are. The same qualities that appear to give them strength are often the sources of great weakness"
― Malcolm Gladwell, David and Goliath: Underdogs, Misfits, and the Art of Battling Giants

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About the Experts

Simon Spyer
Data and technology strategist and expert in the field of CRM, Iris

Simon is a data and technology strategist and expert in the field of CRM. His expertise is in deep customer insight, whether it be customer and Big Data analytics or market research, and using this insight to help businesses to win and retain customers. With a blend of client-side, consulting and agency experience, Simon has worked for and advised some of the world's biggest and most progressive brands to deliver commercial benefit from data through business intelligence, data analytics, marketing automation and martech implementation. Simon leads Iris’ Data Driven Marketing practices globally and counts P&G, Samsung and Barclays amongst his clients. .

David Williams
Advisory Business Solutions Manager

David typically works with executive and management functions across marketing, sales and service organisations to explore how marketing processes can be revolutionised through the use of SAS Customer Intelligence solutions and to understand the value that the change will deliver. He has authored a strategic assessment methodology and tools that have been adopted as a global standard for SAS.

With SAS and in previous roles, David has more than 20 years’ experience of leading successful marketing and CRM transformation and technology implementation projects with international organisations, focusing primarily on banking and working with clients across Europe, CIS, Middle East and India. Prior to joining SAS, David worked in senior marketing and operational roles within a UK Bank.

He has extensive knowledge of most aspects of the SAS Customer Intelligence suite, having supported its development from pure campaign management, through to its current omni-channel decision hub status.

David enjoys long-distance walking and strives to constantly improve his photography and cooking and still enjoys travelling, when he can indulge both passions simultaneously.

Merlyn Roberts (Host)
Senior business analytics leader and evangelist

Senior business analytics leader and evangelist, with proven delivery of business value through the eras of Business Intelligence (BI), Big Data Analytics, and Data Science. Merlyn and Roberts Data Insights provide consulting, solution development and education services to Financial Institutions with a specialized focus on Credit Unions. Our approach is to work back from business objectives and ensure meaningful adoption and beneficial impact of solutions that are developed.