June 3, 2025
Survival of the Data-Fittest: Win the Retention Race in Modern Banking
What if the secret to member retention isn’t more data—but better use of it?
In this live episode of Banking on Experience, we tackle one of the biggest challenges facing credit unions today: keeping Members engaged in an era of limitless options and vanishing loyalty.
You’ll learn:
- Why 44% of new accounts go inactive within a year—and how to reverse it
- The high cost of fake personalization
- Real-world tactics that combine human connection and AI-powered insights
- How a Detroit Lions-themed CD campaign turned into a member engagement machine
- Why you don’t need a data warehouse to start making data-driven decisions
If you care about member relationships, operational efficiency, or turning data into action—this one’s for you.
Our expert panel brings real-world strategies to the table:
- Brad Shafton, SVP of Digital & IT at Magnifi Financial, shares how his team creates hyper-personalized member experiences that actually drive retention.
- Emily Sutton, Director of Marketing at Community Financial CU, reveals how creativity, community, and data came together to power a wildly successful Lions-themed CD campaign.
- Mitch Rutledge, CEO & Co-founder of Vertice AI, breaks down how to ditch siloed data and start delivering smarter, faster member engagement—without waiting years to unify every system.
These aren’t theorists—they’re operators inside credit unions getting real results. Here’s how they do it.
Tune in and take notes.
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