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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

Details

Start:
Wed, October 20, 2021 @ 10:00 am EDT
End:
Thu, October 21, 2021 @ 4:00 pm EDT
Event Category:
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