Credit Union Member Experience Optimization Summit
Discover the hidden breakdowns between your systems that are frustrating members, overloading staff, and stalling growth—and how best-in-class credit unions are fixing it without replacing their core.


















This short video will show you what most credit unions never see…
This short video will show you what most credit unions never see…
📍 Private Executive Session
🏛 Troy Marriott, Troy, MI
📅 Thursday, May 28th
🕘 11:00 AM – 3:00 PM (Lunch Included)
👥 Limited to 25 Credit Union Leaders
Instead of chasing new systems, they’re identifying and optimizing the layer that connects everything together.
For years, credit unions have been told the answer is:
“Upgrading your core.”
“Adding more digital tools.“
“Investing in AI.“
But none of those actually solve the real issue.
Your member experience isn’t one system… it’s how everything works together.
🟢 Systems
Core Platform, Digital Banking, Contact Center, CRM
These are the tools you’ve already invested in.
🟡 Experience
Member Journeys, Staff Workflow, Handoff between digital and human
This is where things either feel seamless… or completely break down.
🔵 Intelligence
Automation, AI Agents, Self-Service
This only works if the experience layer is clean and connected.
And once you can see it clearly…
you can fix it—faster and more effectively than you think.
This isn’t a demo. It’s a behind-the-scenes look at what your members and staff actually experience every day.
In this private session, we’re going to break down — live —
where the real breakdowns exist inside your member experience…
🔍 A Live “Reverse Demo” Of The Member Experience
Instead of showing you features…
we’ll walk through what your members actually go through—step by step.
Where they get stuck.
Where they get frustrated.
And where things quietly break down.
⚠️ Where The Hidden Gaps Really Are
You’ll see exactly where breakdowns happen between:
* Digital and human interactions
* Frontline staff and back-office systems
* Channels that were never designed to work together
These are the gaps most credit unions never fully see.
🤖 Where AI Actually Works (And Where It Doesn’t)
Not hype. Not theory.
You’ll see:
* Where AI can dramatically improve the experience
* Where it fails when the foundation isn’t right
* How to apply it in a way that actually delivers results
🧭 A Clear, Practical Path To Fix It
You’ll leave with a simple framework to:
* Identify your biggest experience gaps
* Prioritize what actually matters
* Start improving without replacing your core systems
📍 Private Executive Session
🏛 Troy Marriott, Troy, MI
📅 Thursday, May 28th
🕘 11:00 AM – 3:00 PM (Lunch Included)
👥 Limited to 25 Credit Union Leaders
This is a focused working session—not a general event.
This session is designed specifically for credit union leaders who:
✅ Are responsible for member experience, operations, or digital strategy
✅ Feel like their systems should be working better together—but aren’t
✅ Are exploring AI or automation, but not seeing meaningful results
✅ Want to improve the member journey without replacing their core systems
✅ Value clarity before making their next major technology decision
This session is not a fit for:
❌ Vendors, consultants, or anyone looking to sell into credit unions
❌ Teams that are satisfied with their current member experience
❌ Organizations looking for a generic product demo
❌ Anyone not open to rethinking how their experience actually works
We’re intentionally keeping this group small and highly relevant—
so the conversations are meaningful, not surface-level.
📍 Private Executive Session
🏛 Troy Marriott, Troy, MI
📅 Thursday, May 28th
🕘 11:00 AM – 3:00 PM (Lunch Included)
👥 Limited to 25 Credit Union Leaders
Why We Chose This Venue—And Why It Matters
No slides filled with features.
No generic presentations.
No sales pitch.
This is a focused working session designed to give you:
* Clarity on what’s actually happening inside your member experience
* Visibility into where breakdowns occur
* A practical way to move forward
We’re intentionally keeping this small so the conversation stays meaningful.

No cost. No pitch. Just clarity on what’s actually happening inside your member experience.
In this session, you’ll gain:
* A clear view of where your member experience is breaking down
* Insight into what your members and staff are actually experiencing
* A practical framework to identify and prioritize improvements
* Clarity on where AI can (and can’t) make an impact
* A path forward—without replacing your core systems
This is a small, invite-only session limited to 25 credit union leaders.
We’re intentionally keeping the group focused to ensure meaningful discussion and real insight—not surface-level presentations.
⸻
There’s no cost to attend.
No obligation.
And no generic sales presentation.
Just a clear, honest look at what’s actually happening inside your organization.
Takes less and 30 seconds. We'll confirm your spot shortly after.
Cisco Systems

Unifying your member communications with secure, AI-powered calling, collaboration, and contact center.
NovelVox

Bringing your core, contact center, and AI together to create seamless, intelligent member experiences.
Call Cabinet

Unlocking actionable insights from every call to enhance member experience and operational performance.