Rise Webinars

Join live sessions or watch recorded webinars to gain practical, data-driven strategies from industry experts.

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Recorded

Behind the Data: Meet the Mission Control Team Powering Your Credit Union's Success

April 30, 2025 at 2:00 PM

Presented by: Paolo Teotino and Dan Price

Whether you're a current partner or just exploring your options, this session will show how our consultative approach, paired with a flexible analytics platform, can drive measurable results for your credit union.

Duration: 60 mins

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Recorded

Meeting Changing Member Expectations with Data Insights

February 5, 2025 at 1:00 PM

Presented by: Mandy Zurbrick and Amanda Emery

In the dynamic world of financial services, credit union members are redefining expectations of their financial institution. With the rapid advancement of technology, members now anticipate personalized experiences, seamless interactions and proactive solutions tailored to their unique needs. Credit unions, traditionally known for their member-centric approach, are well-positioned to adapt to these shifts—provided they effectively leverage data.

Duration: 60 mins

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Recorded

The Credit Union Report Card: Current State of the Industry

October 10, 2024 at 1:12 PM

Presented by: Dan Price

The American economy has seen plenty of fluctuations in 2024, and it seems likely that more shifts are coming our way. With the Fed signaling recently that lower interest rates are on the horizon, consumer priorities are beginning to shift, and credit unions should be prepared to meet those new priorities.

Duration: 57 mins

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Recorded

A Benefit-Driven Approach to AI for Credit Unions

December 4, 2024 at 1:00 PM

Presented by: Daragh Fitzpatrick

AI continues to be at the forefront of most tech conversations. Your credit union may have begun conversations about building an AI-adoption plan or may even already be implementing it in various areas of the business. If you’re still wondering what the big deal is about AI, consider this: AI brings big tech capabilities that were once reserved for the largest of financial institutions to smaller companies, including credit unions. If your credit union is still at the beginning of its AI journey, be sure to take a benefit-driven approach to adopting AI.

Duration: 53 mins

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Recorded

Taking a Personalized Approach to Increase Member Engagement

June 26, 2024 at 1:21 PM

Presented by: Daragh Fitzpatrick, Avery Swiontek, and Mandy Zurbrick

The data analytics revolution has provided credit unions with more tools than ever before to provide personalized experiences to members where they are, via any channel, be it physical or virtual. Using a data platform, advanced analytics and AI, your credit union can individualize messaging that provides members with the information, products and services they need, when they need it. 

Duration: 60 mins

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