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Saturday January 3, 1970 1:15pm - 2:15pm CST
Credit union leaders face many challenges here in the digital age and in this economy.  It's a balancing act to achieve a favorable bottom line while meeting member needs, remaining competitive and growing the credit union.  This is where finance leaders and marketers work in concert implementing innovative strategies resulting in success for the credit union.

Chief Innovation Officer Bob Koehler provides insights on SRM's unique approach to card network, payments, and technology vendor sourcing/contract negotiations to reveal savings for your credit union to build a bigger bottom line. Then, it's all about giving back to your members. Learn how you can reinvest savings into data-driven growth and cross-sell programs that will help boost account activity and enhance member experience. Bob will share credit union case studies of how these strategies are working in credit unions and moving credit unions from surviving and thriving.


Learning objectives:
  • Understand the expense savings hidden your existing vendor contracts
  • Gain an understnding of data-driven account growth
  • Learn how targeted marketing and new member acquisition strategies accelerate growth
Speakers
avatar for Bob Koehler

Bob Koehler

Chief Innovation Officer, SRM
Bob Koehler has more than 20 years of experience in developing vendor negotiation strategies. With a focus on card portfolio strategy, he has successfully led multiple high-value projects for financial institutions in card branding, ATM/EFT processing, PAU programs, and rationalization... Read More →

Saturday January 3, 1970 1:15pm - 2:15pm CST
Riverbed

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