Engagement That Drives Growth In 2026

Online Webinar:  December 3rd | 2 PM EST
As credit unions look ahead to 2026, the challenge isn’t just growth — it’s meaningful engagement. Members expect personalized experiences, relevant products, and seamless interactions across channels. This webinar explores how forward-thinking credit unions can become more valuable to members by using data-driven segmentation, omnichannel marketing, and embedded insurance strategies to meet members where they are — and where they’re going.

We’ll dive into how to identify and serve members with different financial needs at different life stages and how to align product offerings with those needs in real time. Learn how to build trust and loyalty by delivering value that feels personal, not transactional. Whether you're refining your strategic plan or rethinking your member engagement strategy, this session will equip you with actionable insights to drive relevance and growth in 2026.


Key Takeaways:
  • Understand how member expectations are evolving in a changing financial landscape
  • How to use data to identify key segments and deepen engagement across audiences
  • Deliver consistent, personalized experiences across every member channel
  • The role of embedded insurance in deepening member relationships
  • Align strategies with members’ life stages and long-term financial goals


Produced and sponsored by: 
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Speakers

Jedd Taylor

SVP and Chief Marketing Officer


Jedd Taylor is SVP and Chief Marketing Officer (CMO) at Franklin Madison, where he leads brand, digital, and demand-generation efforts to drive measurable growth across channels. With an MBA and over 20 years in fintech and financial services—including strategic digital roles at U.S. Bank and Wells Fargo—he blends data, creativity, and behavioral science to create personalized customer experiences and boost loyalty.

Jedd holds a bachelor’s degree from Minnesota State University and an MBA from the University of Minnesota.

Erin Allen

Vice President of Insurance Strategy and Distribution


Erin Allen, JD, CUDE is Vice President of Insurance Strategy and Distribution at Franklin Madison, where she leads innovative, data-driven initiatives that deepen customer engagement and drive revenue. With over 25 years in financial services—including leadership roles at BALANCE, Marquis, and California Credit Union—she blends legal expertise, educational credentials, and CUDE™ certification to deliver strategic growth rooted in purpose and consumer protection.


A sought-after speaker, Erin shares actionable insights on topics like data-driven engagement, consumer trust, and financial wellness. She also serves on the Aubrey, Texas City Council, advocating for fiscally responsible policies and community development. Her approach combines industry knowledge with a passion for empowering people and organizations to thrive.