Xtend, Inc. combined two of its semi-annual roundtable events into one three-day event hosted at the Xtend headquarters April 15-17. The three-day event presented the opportunity for credit union professionals to join forces and discuss various topics related to sales and marketing or contact center initiatives, as well as offered training opportunities for attendees.
Monday, April 15th, focused on the sales and marketing side of credit unions and helped identify current trends in the marketing world, along with a look to what credit unions will need assistance with in the future. Tuesday the 16th provided training of CU*BASE® tools to create and/or review different membership demographics, create audiences for marketing, and more. Xtend wrapped up the event on Wednesday, the 17th, with a focus on Contact Centers: analyzing calls, employee onboarding and staffing, and different statistics related to phone support.
Megan Pieper, Xtend’s newest addition to the Communications team, said: “Coming from a larger institution that handled most marketing and member support in-house, the event brought me a new appreciation for credit unions. It was enlightening to hear the successes and struggles, and I feel this will help me become a better resource for them.”
Xtend plans to host additional sales and marketing roundtables in September 2019.