Artwork

Content provided by VentureTech. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by VentureTech or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Leveraging Data for Credit Union Success: Insights from Vertice AI and Wellby Financial

12:39
 
Share
 

Manage episode 407485367 series 3563043
Content provided by VentureTech. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by VentureTech or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 407485367 series 3563043
Content provided by VentureTech. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by VentureTech or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

28 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide