The CX Trap Most Credit Unions and Banks Fall Into
Uncomfortable truth:
- You can collect feedback for a year and still not move loyalty or growth
- Teams track too many journeys, so nothing gets fixed
- Surveys go out… insights stall… action never scales
- AI gets added — but without focus, it just accelerates noise
Result: CX looks busy, but deposits, engagement, and loan growth stay flat.
CX doesn’t fail because teams don’t care.
It fails because they don’t get it right the first time.
A First Time Right CX Framework — Built for the AI Age
This isn’t another “best practices” webinar.
It’s a proven, AI-driven framework to help you:
- Pinpoint the few moments that drive most member frustration
- Design the right listening points (what to ask, when to ask, and what to ignore)
- Use AI to surface themes faster without drowning in data
- Turn insights into owned fixes, not more reports
Whether you’re launching CX or fixing an existing program, you’ll leave with a clear starting point.
In 45 Minutes, You’ll Learn How To:
- Identify the small number of moments that matter most
- Ask better questions at the right time without survey fatigue
- Use AI to accelerate insight, not confusion
- Move CX from analysis to action across teams
Why Attend Live
- Live walkthrough of the framework
- Real-world examples from the field
- Interactive Q&A—bring your toughest CX questions
- Walk away with clarity, not more confusion
Who Should Attend
- CX & Member Experience Leaders
- Marketing & Growth Teams
- Retail & Branch Operations
- Digital Banking & Insights Leaders
- Insights, VoC & Analytics Teams
Stop Guessing. Get CX Right the First Time.
👉 Reserve Your Spot
