Live Webinar

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

How Credit Unions can pivot to personalized online engagement

Thursday, June 17, 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

Danielle Maughn
Director, SAS Solutions Consulting, Iris Worldwide

Danielle is responsible for building trusted advisory relationships with clients across industry verticals, providing guidance regarding the business value of marketing technology and consulting services. Danielle brings 15+ years of domain knowledge to her work at Iris Worldwide, enabling her to collaborate with strategic marketing and technical services teams to define and deliver innovative solutions.


Philippe Darvasi
Customer Intelligence Solution Specialist, SAS

With a background in engineering and communication, Philippe is fascinated by the intersection of data and people. As the Customer Intelligence Solutions Architect for SAS Canada, he helps companies optimize customer relationships via actionable analytics. Philippe specializes in applying insights from advanced analytic techniques to produce concrete interactions with clients. In essence, he develops the best combination of technology and solutions to foster growth, and expand a loyal customer base.

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.

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