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

Thursday, June 03, 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.


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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