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Visions Federal Credit Union: Humanizing Customer Connections

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29 March 2023

Winner of Celent Model Bank 2023 Award for Customer Engagement

Abstract

One message does not fit all visitors to a financial institution’s website. Visions Federal Credit Union recognized this and has implemented a personalized digital content experience with almost immediate bottom-line results after a short implementation ramp. The credit union partnered with Silicon Valley–based Finalytics.ai to leverage a dynamic machine learning model that delivers variable right-fit content to the credit union’s dot-com public website and secure digital banking channel in a scalable and cost effective way.

Celent applauds the credit union’s efforts to deliver a personalized digital experience at scale, solving a persistent challenge faced by financial institutions and especially credit unions. Visions has embraced goal-based content experiences that meet the needs of visitors and members rather than the product-based content that so many financial institutions lead with. The credit union can now put its best foot forward at the digital front door, optimizing experiences for visitors from the very first moment and driving impressive results from there