Let Me Tell You: Effectively Using Storytelling to Connect Members to Your Services

 Member Service  Business Development/Marketing

Registration and Pricing Information

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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Since the beginning of banking, financial institutions have focused marketing efforts on transaction capabilities and superior personal service.  These efforts have served credit unions well.  But a new paradigm of effective marketing has arrived: turning the focus on attracting millennials who will make up your profitable relationships for years to come.

What entices young people to connect to a particular product or service in a way beyond brochure bullet points? Storytelling!
The ability to effectively tell stories allows potential members to envision their use of a product or service, which evokes strong feelings and produces conversions.

Program Length:

Who Should Attend

  • Business Development
  • Member Service
  • New Accounts
  • Branch Manager
  • Teller Supervisor
  • Operations

Meet The Presenter:

David L. Peterson is the original founder of Goldleaf Technologies, a leading provider of electronic payments software and services to independent financial institutions in the U.S. Over nearly 20 years with Goldleaf, Peterson worked with thousands of financial institutions domestically, was instrumental in getting new payment systems started in countries such as Panama, Aruba and Trinidad/Tobago, and traveled extensively in Latin America and the Caribbean educating financial stakeholders in the methods and best practices of starting ACH and electronic check clearing systems from the ground up. David currently acts as Chairman of the board of GACHA, a regional payment association based in Atlanta, Georgia that serves nearly 400 members.


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