Continuing to Put Members First: How Credit Unions Can Adapt During Uncertain Times

Featuring: G&F Financial Group

April 1, 2020 | 1:00 - 1:45 pm ET | 10:00 - 10:45 am PT

 

For the last decade, digital transformation has been front and centre in every C-suite strategic discussion and business road map. Yet, change has been slow to affect the world of financial services, where physical documents and brick and mortar facilities still rule the day.

As credit unions begin to adapt as a response to the COVID-19 global health crisis, digital transformation is no longer an option.

Join Traction on Demand and G&F Financial Group on Wednesday, April 1, to learn how one credit union has leveraged technology during this time to keep the focus on their members’ experience. Following the webinar, you’ll leave with four things your organization should consider as it makes to move to a digital-first, member-centric experience.

During this 45-minute webinar, Lee Edwards (Principal Strategist, Financial Services at Traction on Demand), Lesley Lamb (Vice President, Digital Solutions at G&F Financial Group) and Uli Larosa (Manager, Service Design at G&F Financial Group) will:

  • Discuss why credit unions like G&F Financial Group are focusing on digital enablement and centralized data.
  • Review approaches to getting employees up and running as a distributed workforce.
  • Explore how Salesforce can support your organization throughout this time.

Webinar Agenda.

  • The future of technology for financial services with Aaron Zuccolin
  • Adapting your organization during this time with Lesley Lamb, Uli Larosa and Lee Edwards
  • Questions and Answers

Lesley Lamb

Vice-President, Digital Solutions
G&F Financial Group

Uli Larosa

Manager, Service Design
G&F Financial Group

Lee Edwards

Principal Strategist, Financial Services
Traction on Demand

Aaron Zuccolin

Financial Services Practice Lead
Traction on Demand

Participating organizations.

Traction on Demand logo
 
G&F Financial logo