Live Webinar

Master the art of staying local and relevant in an online world

Learn how Credit Unions can leverage their online portal to keep their members a top priority

Tuesday, September 14th, 2021 | 11:00 AM EDT
Cost: Complimentary

About the webinar

Part of their overall mission statement regardless of their size, Credit Unions have offered and promised their members personalized attention and understanding. 

A disruption to this promise is the use of online portals.  Members who exchange in-person encounters for remote visits, acknowledge siloes are created when no one has a complete understanding of what's on a member's mind. Add in a global pandemic, and the business disruption can be even greater.  

Even the nimblest of Credit Unions can find themselves hard-pressed to provide personal attention as they accelerate or look to accelerate their move to digital-first member encounters. Our speakers will share their insights and expertise on how Credit Unions can ensure that their members' experience remains a top priority.  

This webinar will explore:

  • The insights that digital data can provide regarding what's on a member's mind
  • How some technologies can become accelerators to creating a complete view of member interaction
  • Finding  balance when needing to understand personal information without being intrusive
  • Leveraging member data information for personalized attention - even when a Credit Union doesn't have data scientists

Don't miss the second part of this webinar series offering: Maintaining the personal touch when you’re no longer face-to-face, we invite you to also register to listen and hear insights from those Industry experts. 

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"More than two-thirds of global marketers responsible for CX say their companies compete mostly on the basis of CX. And in two years’ time, 81% say they expect to be competing mostly or completely on the basis of CX"
- 2019 Gartner Customer Experience Survey.

Read Up On The Topic!

Enjoy a digital, complimentary copy from SAS and Butterfly Data. Experience 2030: Focus on Canada. New survey data shows what Canadian consumers will demand of customer experience next.

About the Experts


Lucy Wilson
Canadian Ambassador Butterfly Data

Lucy Wilson is Butterfly Data's Canadian Ambassador, she will be extending our reach across the Atlantic and getting involved in the local data & analytics scene. A gifted communicator, she is fluent in French and happy to take data of many kinds to create insightful, beautiful Visual Analytics dashboards to demonstrate the value and power of SAS Viya.


Lisa Loftis
Principal on the SAS CI team

Lisa Loftis a Principal on the SAS CI team is a CRM, CX, and BI expert with 30+ years of experience assisting organizations with customer strategy. She has worked with numerous large organizations in North America, South America, Europe, and the United Kingdom on all aspects of successful data governance, BI and CRM. She specializes in combining technology necessary to support CX and BI business strategies with organizational structures, executive leadership, and cultural factors required to migrate an organization toward effective implementation of customer strategies. Industries include Banking, Investment, Insurance, Telecommunications, Retail, Utilities, Entertainment, Manufacturing and Distribution, and Pharmaceutical, Health Care and Automotive Roadside Assistance. Lisa speaks frequently at national and international conferences, and has co-authored the book Building the Customer-Centric Enterprise, (John Wiley & Sons, 2001).


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.