260) Optimize and Prioritize: Aligning Your Organization’s Digital Growth Initiatives

30min | 01/03/2023

Description

Three years ago, Jennifer Poniatowski, VP of Mortgage Sales at Credit Union 1, and her team had no practical digital tools at their disposal. But Jennifer knew they had to be proactive in giving their clients the digital experience they deserved.

By integrating forward-thinking tech into their operations, Jennifer elevated their member experience by investing in the employee experience. Through optimization, they are transforming their entire organization’s growth journey one step at a time.

Join us as we discuss:

- A hands-on approach to investing in the employee experience (5:12)

-Rolling out their partnership with Total Expert’s CRM platform (12:28)

- A proactive strategy of future growth through optimization (26:04)

Check out these resources we mentioned during the podcast:

- Jennifer Poniatowski

- Credit Union 1

You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Banking on Digital Growth

If you’re part of a financial brand marketing, sales, or leadership team, you know the entire industry is in the midst of exponential change fueled by new technologies. Consumers now make purchase decisions long before they walk into a physical branch location, if they walk into a branch at all, while mobile banks, digital lenders, and fintechs have transformed traditional growth models rooted in legacy broadcast marketing and branch sales strategies.Get ready to gain practical insights, proven ideas, and empowering inspiration as financial brand marketing and sales leaders, along with the leading digital marketing and sales technology firms, share their stories to help you maximize your digital growth potential here on Banking on Digital Growth.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Banking on Digital Growth

If you’re part of a financial brand marketing, sales, or leadership team, you know the entire industry is in the midst of exponential change fueled by new technologies. Consumers now make purchase decisions long before they walk into a physical branch location, if they walk into a branch at all, while mobile banks, digital lenders, and fintechs have transformed traditional growth models rooted in legacy broadcast marketing and branch sales strategies.Get ready to gain practical insights, proven ideas, and empowering inspiration as financial brand marketing and sales leaders, along with the leading digital marketing and sales technology firms, share their stories to help you maximize your digital growth potential here on Banking on Digital Growth.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Description

Three years ago, Jennifer Poniatowski, VP of Mortgage Sales at Credit Union 1, and her team had no practical digital tools at their disposal. But Jennifer knew they had to be proactive in giving their clients the digital experience they deserved.

By integrating forward-thinking tech into their operations, Jennifer elevated their member experience by investing in the employee experience. Through optimization, they are transforming their entire organization’s growth journey one step at a time.

Join us as we discuss:

- A hands-on approach to investing in the employee experience (5:12)

-Rolling out their partnership with Total Expert’s CRM platform (12:28)

- A proactive strategy of future growth through optimization (26:04)

Check out these resources we mentioned during the podcast:

- Jennifer Poniatowski

- Credit Union 1

You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Banking on Digital Growth

If you’re part of a financial brand marketing, sales, or leadership team, you know the entire industry is in the midst of exponential change fueled by new technologies. Consumers now make purchase decisions long before they walk into a physical branch location, if they walk into a branch at all, while mobile banks, digital lenders, and fintechs have transformed traditional growth models rooted in legacy broadcast marketing and branch sales strategies.Get ready to gain practical insights, proven ideas, and empowering inspiration as financial brand marketing and sales leaders, along with the leading digital marketing and sales technology firms, share their stories to help you maximize your digital growth potential here on Banking on Digital Growth.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Banking on Digital Growth

If you’re part of a financial brand marketing, sales, or leadership team, you know the entire industry is in the midst of exponential change fueled by new technologies. Consumers now make purchase decisions long before they walk into a physical branch location, if they walk into a branch at all, while mobile banks, digital lenders, and fintechs have transformed traditional growth models rooted in legacy broadcast marketing and branch sales strategies.Get ready to gain practical insights, proven ideas, and empowering inspiration as financial brand marketing and sales leaders, along with the leading digital marketing and sales technology firms, share their stories to help you maximize your digital growth potential here on Banking on Digital Growth.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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