Most FI's talk about relationship value—but few know how to measure it, act on it, or grow it. This session will help you cut through the noise and transform profitability into a practical, strategic tool.
We’ll challenge outdated thinking (like chasing perfect data or focusing on branch-level ROI) and introduce a CFO-approved model that surfaces opportunity using just two metrics: tenure and margin. From there, we’ll share four real-world use cases that show how FI's can activate profitability insights to improve targeting, retention, and growth.
You'll walk away with:
A clear framework for measuring lifetime value and profitability
Real examples to guide campaign strategy
Practical next steps to align teams and act with purpose
Whether you’re trying to prove impact, deepen engagement, or focus your spend—this session gives you the mindset, language, and tools to lead with value.
Data-driven Marketing Software for Banks and Credit Unions
We’ve helped over 500 banks and credit unions turn $1 into $5 with our data-driven marketing solutions. Our technology brings together all of your data, giving you powerful insight into every financial journey —so you can drive more effective engagement that deepens relationship value.
