In today’s data-rich world, marketers in the world of finance have a unique opportunity to not only cultivate trust and loyalty but drive remarkable growth and efficiencies through data-driven personalization.

Watch this insightful webinar with Suncoast Credit Union to learn how to leverage data and automation for more impactful member experiences:

  • Discover best practices and strategies for collecting the most valuable data from various touchpoints, including customer behavior and key events.
  • Learn how to strategically employ data throughout the entire customer lifecycle to trigger dynamic member journeys, including onboarding and cross-sell campaigns. 
  • Explore the power of automation in personalizing and streamlining workflows, using dynamic content, shared assets, and language translation.



View Presentation Deck


Hanna Britt

Director of Marketing Automation, Suncoast Credit Union

Dana Martin

Marketing Automation Strategist, Suncoast Credit Union

Joan Jenkins

Chief Marketing Officer, Blueshift