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Sales and Marketing Roundtable
Wed, October 20, 2021 @ 10:00 am - Thu, October 21, 2021 @ 4:00 pm EDT
Join Xtend Communications for a two-day, in-person and virtual event with experts and peers! We’ll talk all things marketing: everyday tips and tricks, best practices, successes and failures.
About
You’ll learn how other credit unions run their marketing programs and have opportunities to ask in-depth questions. We’ll also demonstrate some powerful media tools and run tutorials on how to use them. Discussions depend on attendee survey responses, so we’ll build an agenda around peer interest.
A few topics we will discuss include:
Reporting
The Future of Webinars: what do you want to learn and what are we missing in our presentations?
Member retention and growth
The future of marketing: how we are adapting to our new normal and how to market to younger generations
Attracting new members with different marketing channels
Business development and community outreach while being COVID compliant
We will also be discussing some products attendees are eager to learn more about, including:
Social Media Management
New Member Onboarding and Journeys
OLLE: OnLine Lead Engine
Campaigns
Data Analytics
Agenda
Wednesday, 10/20/2021
Digital & Data
10:00am
Hosted by: Jalyn Lindeman and Vivian Colligan
Topic: CU Marketing & Digital Communications
• Open discussions about what Xtend has seen for recent or upcoming marketing and what your credit union is doing or has done this past year
11:00am
Hosted by: Sarah Ashby
Topic: Preparing and Reporting for Your Marketing Campaigns with CU*BASE Tools
12:00pm
Lunch Break
12:30pm
Hosted by: Holly Engel
Topic: Social Media and Communications from Us to You
• Trends
• Communications from Xtend to You
1:45pm
Hosted by: Nathan Koster
Topic: Communicating to Your Members When They Want You To
3:00pm
Hosted by: Jalyn Lindeman
Topic: Open Discussions & Wrap up
Thursday, 10/21/2021
Xtend Products and Services & CU*Answers Guest Speakers
10:00am
Hosted by: Jalyn Lindeman
Topic: Campaigns
10:30 am
Hosted by: Sarah Ashby
Topic: Data Analytics
• Losing the Love
• New Member Reporting
• Custom Marketing Analysis/Target Audience
11:30am
Hosted by: Holly Engel
Topic: Social Media Management
12:00pm
Lunch Break
12:30pm
Hosted by: CU*Answers Asterisk Intelligence Team
Topic: Data Trends and Storage
1:30pm
Hosted by: Nathan Koster
Topic: New Member Onboarding and Journeys
2:00pm
Hosted by: Vivian Colligan
Topic: Custom Graphic Design
3:00pm
Hosted by: Jalyn Lindeman
Topic: Recurring Member Communications/ Xtend Member Reach