Caroline Platkiewicz, Senior Marketing Manager, Engageware, stopped by the show to share highlights from her organization's "Customer Engagement in Banking: Annual Trends Report," discussing the impact of insights gained from this report for the financial services industry. Some of the areas Caroline addressed included the labor market, digital banking, member engagement, and much more.
Specifically, she talked about how the labor shortage is impacting credit unions, affecting their ability to meet member needs and build deeper relationships with members.
Conversely, Caroline shared a few best practices for credit unions to help solve challenges in hiring, retention, and training -- a major issue for the industry heading into 2023.
She also discussed the importance of optimizing the channel strategy to meet the needs of credit union members. She shared a personal anecdote about working with her credit union buying her first home, which resulted in a very positive experience in any channel she chose.
Lastly, she addressed the role of digital in credit union banking today and how credit union leaders can better engage their members through these digital channels that are "must haves" now.
Check it out and let us know your thoughts. And be sure to watch the entire interview with Caroline below for all the details.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.