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Banking on Experience powered by CRMNEXT


Jul 19, 2021

Nurture (verb): to care for and encourage the growth or development of.

Sounds like something all good financial institutions should want to do for their customers and members, right? So, what’s the best way to go about actually doing it?

Ryan Zilker (CMO at Sound Credit Union) has some ideas. He joins us this week on CRMNEXT’s Banking on Experience to share his top tips for leveraging omni-channel nurturing across interactions.

Topics we covered include:

  • Why Ryan’s so passionate about it
  • Sound CU and Digital: current, real-life examples of what they’re doing
  • What CUs should START doing today (hint: visibility comes up here)
  • How to make sure you’re actually nurturing members
  • Ryan’s controversial stance on video banking
  • The most underutilized channels, from a marketing POV
  • The role technology plays in all of this

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