.png?width=986&name=GH_logo%20(1).png "Greenhouse Agency")
Live Webinar Thursday, June 4, 2026, at 2:30 PM ET
Most banks and credit unions don’t have a Customer/Member 360 problem; they have a usable data problem.
Data lives everywhere. In core systems, LOS, digital banking, onboarding tools, fintech platforms, and CRMs. And while teams are being asked to grow deposits, increase share of wallet, and deliver personalized experiences, they’re doing it without a complete picture of the customer or member.
This session brings together practitioners from five organizations — including business intelligence and marketing leaders from a bank and a credit union — for a candid panel discussion on what it actually takes to fix that, and what becomes possible when you do.
What To Expect
In this panel, practitioners from iDENTIFY, GreenHouse Agency, and HubSpot walk through the three layers that make financial institution data actually work, with a bank and a credit union sharing what they've built firsthand.
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System of Record — where your data actually lives
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System of Truth — where it's cleaned, unified, and trusted
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System of Action — where your teams can finally use it
You'll walk away with:
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What a real Customer/Member 360 looks like inside a bank and a credit union — not a slide deck, a working system
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How data infrastructure, CRM design, and workflow automation connect into one growth layer
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What's different between banks and credit unions and where the stack is the same
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How to assess your readiness and what to do first if you're starting from scratch
Who Should Attend
This session is built for teams at banks and credit unions who are responsible for:
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Member or customer growth and retention
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CRM strategy and data infrastructure
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Marketing automation and personalization
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Lending and cross-sell pipeline performance
If your institution is being asked to grow with disconnected systems still running in the background, this session is for you. You'll hear from peers at institutions doing this work right now, not just the vendors who helped them.
“I loved that specific use cases were tied to the features that were reviewed and that users shared what they were implementing next. [This webinar] gave great ideas.”
Business Intelligence Manager
Red Canoe Credit Union
Join The Session
You don’t need more dashboards. You need a system your teams can actually use.
Register to hear directly from two financial institutions — and the data infrastructure, CRM, and implementation teams behind their build — about what it takes to close the gap between scattered data and a system your teams can actually use.
