Fortimize and Salesforce Credit Union Leadership Lunch

Thank you for joining us in Austin.

At the event, you heard Angela and Desiree discuss their unique industry and technology perspectives:

  • How member preferences and experiences are rapidly changing, and what credit unions can do to adapt and be agile;
  • Strategies for leveraging technology and data to better understand member needs and align the organization to the financial journeys of members;
  • Lessons learned and best practices from Credit Union of Texas on their Salesforce journey.

Download the slides below and browse additional resources to learn more.

Client Story

Credit Union of Texas wins over members and employees with a single loan platform.

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Why Customer Data is the “Raw Material” of Digital Banking

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Creating Business Intelligence Throughout the Member Journey

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