Thinking through Fintech Partnerships: Why You Should Prioritize Account Opening

Tuesday, September 12 | 2:00 PM ET

Optimizing the member experience for growth is at the forefront of all credit union initiatives today. With so many innovative ways to reach potential new members, however, what does it actually take to create a noteworthy account opening and onboarding experience to attract them? Join us for an informative webinar with panelist, Charlie McAdams, Director, Member Engagement Center and Chairman of the Y-12FCU Gives Foundation and moderator, Emma Spellman, Marketing Manager, NCR Terafina on how Y-12 Federal Credit Union ($1.9B) has approached fintech partnership selection and while discovering strategies on how to redefine member engagement for maximum success.

Key Takeaways:

How your credit union can stay innovative in a rapidly changing environment
Gaining buy-in for optimizing the member experience
Bridging the gap between a variety of different member engagement channels
How to best leverage fintech partnerships

Produced & Sponsored by:

Can't make it to the live session?

Register anyway and we'll send you a free recording.

Live Webinar

When?

Callahan & Associates | 1001 Connecticut Ave. NW, Ste. 1001 | Washington, DC 20036

September

Reserve Your Spot

Speaker Info:

Charlie McAdams, Director, Member Engagement, Y-12 FCU

Charlie McAdams is a distinguished financial services professional with over 15 years of experience spanning both banking and lending. As the Director of Member Engagement Center at Y-12 Federal Credit Union, Charlie brings a wealth of expertise rooted in research analytics and developing strategies for credit unions while ensuring his 40+ Member Engagement Center team operates at peak efficiency to provide exceptional member experiences through online, phone, mail, video, and ITM channels. Charlie also serves as the Chairman of the Y-12FCU Gives Foundation, a charitable organization with a mission to end childhood hunger through food, knowledge, and resources.

Emma Spellman, Marketing Manager, NCR Terafina

Emma Spellman is a seasoned B2B marketing professional with 5+ years of experience in the field and currently serves as the Marketing Manager for NCR Terafina, a leading financial technology company specializing in cutting-edge account opening solutions for financial institutions. Emma’s passion lies in empowering community banks and credit unions with innovative technologies to propel them to the forefront of the ever-evolving industry.