Webinar: Marketing Automation for Credit Unions

What will we cover?

We'll explore how marketing automation can be a powerful tool set for credit unions, with features and benefits including: 

  • CRM integration 
  • lead capture opportunities 
  • current member retention and upsell 
  • improved customer onboarding experience
  • segmentation opportunities 
  • sales enablement

Why should you watch?

There are huge opportunities for credit unions to make their marketing more effective and efficient using a marketing automation platform. Getting started, or understanding how to use your software more effectively, can be overwhelming though.

We'll cover how to choose a marketing automation system, how to better integrate your sales and marketing activities, key features, and how to get started.

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