Join Us for Small CU Collaborate.
What ideas do you have for your credit union? Do you want to know how others face similar challenges? Are you simply wanting to connect with your colleagues?
Join us for the Small CU Collaborate meeting, held virtually, on Wednesday, June 8, from 10 a.m. to noon. All managers and CEOs in New Jersey and Pennsylvania of credit unions less than $50 million in assets are invited to partake in this exclusive, free event.
CrossState President & CEO Patrick Conway will open the meeting and share a welcome message. VP, Government Relations, Chris Abeel will provide an Advocacy update and Member Engagement, Cindy Russell, will provide a CrossState update, followed by an open discussion.
We will wrap up the session when Ianai Urwicz, CRO, Prisma Campaign’s, will present on helping credit unions develop deep and empathic relationships with their members through personalized marketing campaigns. During the last year we’ve been tailoring an out-of-the-box solution specifically designed for small credit unions that makes it more affordable and easier to adopt even with limited resources. We understand the challenges you face, and we can help you leverage the potential of marketing automation to bring value to your members.
Your participation and thoughts are welcomed and encouraged.
Please note this session will not be recorded to provide for open dialogue and discussion. If you are unable to attend, we recommend having a colleague or co-worker take notes on your behalf.
Small CU Collaborate is sponsored by Alloya Corporate FCU and Vizo Financial.
For further information or registration assistance, please contact CrossState Director of Member Engagement Cindy Russell.
10:00 AM: Welcome
- Patrick Conway, President/CEO, CrossState
10:10 a.m.: Updated from CrossState Advocacy
- Chris Abeel, VP, Government Relations
10:30 AM: Open Discussion Topics
- What information did you join this meeting today to share or learn more about?
- What did you learn recently that would benefit the group?
- How is your credit union managing the overriding cost of technology?
- What does your credit union do to recruit and retain a deep bench of diverse board members who think strategically and enable your credit union to evolve and grow?
- How is your credit union growing membership?
- How have you used the information shared at last quarter’s meeting on loan participations and Foundation grants?
11:30 AM:
- CUNA Strategic Services’ preferred solution for marketing automation
Noon: Wrap Up
Ianai Urwicz is Prisma Campaign’s CRO. Though born in Israel, Ianai moved to Latin
America as a child and grew up mostly in Uruguay. He began his career in the
telecom industry before eventually venturing into mobile payments and the FinTech
ecosystem. Now, Ianai serves as Chief Revenue Officer at Prisma Campaigns. Part
of his work includes helping the company achieve its goal of creating the “Amazon
experience while banking.” In other words, he works to help credit unions leverage
their member’s data to create targeted campaigns across different marketing
channels.
What we are going to talk about?
Prisma Campaigns is CUNA Strategic Services’ preferred solution for marketing
automation. We help credit unions develop deep and empathic relationships with their
members through personalized marketing campaigns.During the last year we’ve been
tailoring an out-of-the-box solution specifically designed for small credit unions that makes it
more affordable and easier to adopt even with limited resources. We understand the
challenges you face, and we can help you leverage the potential of marketing automation to
bring value to your members
