Frost & Sullivan

Virtual Think Tank

Ahead of the Transformation Curve:
Digital Strategies for Credit Unions

Michael DeSalles

Moderator: 
Michael DeSalles
Principal Analyst
Frost & Sullivan

Wednesday, June 21, 2023
2:00 PM – 3:00 PM ET

We are pleased to invite you to an exclusive discussion with your peers to gain your perspective in support of our ongoing industry research.

Join us for this Timely Discussion!

Financial Institutions around the globe have recognized the need to completely digitize operations and provide anytime access and portals for their growing member base. The complexity surrounding this challenge is growing exponentially. The pressure to modernize is particularly acute for Credit Unions, which often lack the resources, technology or marketing power of big banks and lending institutions.

The key questions we will be discussing are:

In what ways are Credit Unions helping members prepare for an economic downturn?

What are the shortcomings in the digital capabilities of Credit Unions today?

How can proactive outreach improve collections and slow delinquencies?

Where are the opportunities for video banking and new communications channels?

In what ways are Credit Unions able to deliver the right balance between voice and digital?

During this Virtual Think Tank, Frost & Sullivan’s Principal Analyst, Michael DeSalles, will moderate a discussion around identifying the best ways to build the future digital architecture for Credit Unions.

Participants

Ayush Misra

Ayush Misra
Vice President, Practice Lead BPO
[24]7.ai

Zendesk
Celene Osiecka

Celene Osiecka
Senior Director of Onboarding and Optimization
[24]7.ai

Zendesk
Kal Majmundar

Kal Majmundar
Chief Technology Officer
Patelco Credit Union

Patelco Credit Union

FAQ

What is a Virtual Think Tank?
A Frost & Sullivan Virtual Think Tank is an exclusive, unique and highly engaging conversation that brings together a diverse group of industry leaders to discuss their opinions on a certain topic. Content from this collective discussion will be featured in an upcoming Frost & Sullivan article where you have the options to be highlighted as a thought leader. Your insight as a strategic partner is invaluable.
Why Should I Participate?
  • Share & Learn Best Practices: Engage in strategic conversations with your peers. The open, candid discussions you have will spark creative thinking and help you formulate new ideas for implementation.
  • Increase Your Peer-to-Peer Network: Connect with other senior level leaders in your industry on a more intimate level.
  • Get Access to a Frost & Sullivan Analyst: Engage with our industry experts to gain additional insights and ask them your questions.
  • Demonstrate Your Industry Expertise: The insights, feedback and best practices shared by you will be part of an upcoming Frost & Sullivan vBook. Through your participation, both you and your company will be positioned as a leader.
Will I have the Option to be Quoted or Not?

Yes, all participants have the options to be quoted or not in the vBook.

Will I get a Copy of this vBook when Published?

Yes, we would be more than happy to send you over a complimentary copy of the vBook once published.

Who can I Speak About Additional Questions?

Please contact Danielle Floyd at danielle.floyd@frost.com

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In collaboration with 24Ai7