Marquis

Struggling to Become Truly Data-Driven? David Evans, Chief Content Officer at The Financial Brand, has some great insights on our complimentary Level Up Your Data e-book. I think he captured the essence we were aiming for, you can make meaningful strides in improving data literacy across your FI without chasing moonshots. Small, powerful shifts in culture and access, are important first steps. These thoughts stuck out to me: 1?? Barriers to being a data-driven organization are not technology. It’s access and culture. Technology might be in place, but people aren't empowered, included, or trained. 2?? Leaders need to model the behavior they want to see and reward those who do the same. Leadership and change management 101. 3?? Cross-functional collaboration and teamwork are essential to winning.?Context and collaboration make data actionable. Read through his editorial: https://lnkd.in/gNSSbUS5 Take a deeper dive into these concepts with our complimentary e-book written by myself and Gina Vlosky (who did the killer design work and a ton of writing). The link also gives you access to the free webinar. https://lnkd.in/gzXJs7Bs I’ll be at the Michigan Credit Union League & Affiliates YOU Conference for Marketing, Compliance and Lending Thursday to talk about these topics and weave in everyday AI solutions (plus upcoming conferences). Stop at Marquis’ booth to learn more and visit with myself and Sean Cunningham. ? Satin Mirchandani CUSG

Join me at the Michigan Credit Union League & Affiliates's Marketing Compliance You & Lending Conference in Grand Rapids. My speaking topic is "Leveling Up Data Strategies with Practical Opportunities and Gen AI Solutions". A full session on practical solutions and video demos you can easily apply--with an assist from AI. It will be jam packed! I'll be there with Sean Cunningham and the Marquis team. Stop by our booth to talk about: ? How you can easily use your core data to create campaigns, track results, and research opportunities. ? How you can automate email/digital communication and direct mail. ? How a Strategist can drive growth in deposits, loans, and new checking accounts. ? How a CRM can fit into your member experience goals. We'll help you turn $1 of your marketing budget into $5. ?? I'm sure many of you will want to chat about AI, just stop on by. We'll be by the front doors next to our great partners CUSG. Reach out to set up a specific time to connect. See you soon! Satin Mirchandani Ryan Housefield

Join me at The ONE Conference for "Everyday AI for Bankers" I'm excited to speak at the Illinois Bankers Association The ONE conference and show attendees how they can transform their work with ChatGPT. Gen AI is reshaping how we work, but there's no instruction manual to help you get started. And many use cases can be moonshots for most FIs. In my session, I'll give you everyday real-life examples you can apply immediately. I'll be covering: ?? Managing Risk with AI: How to engage with gen AI responsibly.? ?? Navigating the Regulatory Landscape: Key tips to avoid regulatory pitfalls. ?? Prompting Strategies: How to "talk" to AI to transform productivity and creativity. ?? Real-Life Demonstrations: Everyday use cases you can apply immediately. If you're an Illinois Banker, sign up soon for the March 13-14 event in Bloomington-Normal. The agenda is jam packed with great content. I'll be there both days with Sean Cunningham. Seek me out to talk about AI and how Marquis and ZAG Interactive are helping clients with their marketing automation, data, strategy, and website design. The ONE is the kick off to my spring speaking schedule and I'm looking forward to spending it with the Illinois Bankers!

Today's webinar, happening at 2pm: Conquer Checking Acquisition in 2025 Many struggle with where to start, what insights to gather, and how to turn data into strategies that drive ROI. This webinar will help you understand your competitive position and focus on the best opportunities for new checking growth. Learn how to identify the right audience, craft personalized messaging and offers, and select effective outreach channels. Plus, discover how to track performance and ROI to ensure measurable results. No matter your budget, you’ll leave with actionable steps to create a data-driven acquisition strategy tailored to your goals. Save your spot!