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Leveraging Data for Credit Union Success: Insights from Vertice AI and Wellby Financial
Manage episode 407485367 series 3563043
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In this insightful episode of VentureTech Launch(pod), hosts Joshua Barclay and Jon Taylor engage in a captivating conversation with Mitch Rutledge of Vertice AI and Richard Sowell of Wellby Financial. They explore the transformative power of data analytics in the credit union sector.
Mitch discusses how Vertice AI equips credit unions with the tools to analyze member data for improved service delivery, while Richard shares real-world examples of how these solutions have enhanced member engagement and financial wellness at Wellby Financial.
The episode sheds light on the critical role of predictive analytics in understanding and meeting member needs and emphasizes the importance of personalization in financial services. Listen in to discover how technology is revolutionizing credit unions' approach to member relations and marketing strategies.
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