260) Optimize and Prioritize: Aligning Your Organization’s Digital Growth Initiatives

Three years ago, Jennifer Poniatowski, VP of Mortgage Sales at Credit Union 1, and her team had no practical digital tools at their disposal. But Jennifer knew they had to be proactive in giving their clients the digital experience they deserved.

By integrating forward-thinking tech into their operations, Jennifer elevated their member experience by investing in the employee experience. Through optimization, they are transforming their entire organization’s growth journey one step at a time.

Join us as we discuss:

- A hands-on approach to investing in the employee experience (5:12)

-Rolling out their partnership with Total Expert’s CRM platform (12:28)

- A proactive strategy of future growth through optimization (26:04)

Check out these resources we mentioned during the podcast:

- Jennifer Poniatowski

- Credit Union 1

You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

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