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Podcast: How to leverage data to improve the customer experience

Aug 16, 2023

Whether you refer to your buyers as customers or members, data helps financial institutions understand them and predict their behavior patterns. It is a continuous process and requires a sound strategy. The majority of businesses today are using data analytics to improve their decision-making and their operational performance — and savvy financial institutions should, too.

In this episode of Bank on Wipfli, join Robert Zondag, Wipfli principal, and Matt Sabo, Wipfli director, for a discussion with Wescom Credit Union leaders Dave Cerwinski and Joseph Pellissery. They cover:

  • How data helps financial institutions understand their buyers (aka customers and members)
  • The kinds of offers that keep buyers loyal
  • How data empowers associates at your institution in their engagement with buyers

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