Sarah Martin, CEO at Pulsate, and Rob Keatts, EVP, Chief Strategy Officer at Chartway Credit Union, stopped by CUbroadcast’s Studio Lounge at the TruStage Fintech Summit to discuss how Pulsate’s Opportunities Engine has helped Chartway strengthen its member loyalty.

Rob and Sarah explained how Pulsate has positioned the credit union to deliver a more personalized digital banking experience to its members by adding the fintech to its pre-approved loan campaigns, which has provided a significant lift in this area.

Sarah shared what exactly the Opportunities Engine is, and how this engine creates and identifies opportunities for financial institutions like Chartway.

They also talked about how tailored micro-engagements, such as targeted notifications and other offers, can effectively influence member behavior and deepen those relationships.

Lastly, they addressed how it all strengthens member loyalty and, ultimately, positions the credit union as members’ primary financial partner.