The Fight for Relevance: How Credit Unions and Regional Banks Win the Next Generation of Consumers

Join Ryan Picchini (CRO, dotCMS) and J.J. Slygh (Director, Customer Marketing, Total Expert) in episode 16 of "Real Talk, Real Trust with dotCMS" to talk about the challenges faced by credit unions and community banks in building trust and relevance with consumers, emphasizing the role of digital channels, AI, and personalized experiences. It explores the impact of consumer engagement, the importance of online presence, and how to use data to capture mind share and measure awareness and relevance. Takeaways Trust is built through personalized experiences and relevance Digital channels and AI play a crucial role in consumer engagement Chapters 00:00 Building Trust in Financial Marketing 02:06 The Role of AI in Financial Services 05:43 Consumer Engagement and Digital Channels 06:30 Creating Relevance with Consumers 13:13 Challenges in Digital Presence 14:51 Capturing Mind Share and Differentiated Experiences 23:25 Blind Spots in Online Presence and Data Utilization 31:04 Measuring Awareness and Relevance