How To Turn Partnerships Into Growth

Podcast: Banking Transformed with Jim Marous · LLH Media

Opublikowano: 2026-10-06

A $3.2 billion credit union chooses its digital partners from member surveys, and the results show. Chartway Credit Union runs $3.2 billion in assets and serves 265,000 members, yet it brought in $2 million in CD deposits in under 45 days without leading on rate. It segmented members with known excess liquidity, reached them with a personalized Pulsate push, and took them through one-tap Entersekt authentication straight into account opening and funding. Esteban Guerra explains why a batch email and a trip to the branch would have lost a large share of those members along the way, and why...