How to Leverage Marketing Automation for your Credit Union

Hosted by: Marketing & Business Development Council

Date: Tuesday, June 7, 2016
Time: 10:00 am – 10:45 am CST


This webinar will introduce how you leverage marketing automation to increase revenue, leverage your data, and build the relationship between operations, marketing, and sales. We will review some examples of member journeys we have built using marketing automation tools and the results of those programs.

Learn How Marketing Automation Can:

  • Increase revenue performance
  • Demonstrate marketing value and accountability
  • Leverage your data goldmine


Marketing & Business Development Council Members: FREE
Non-Marketing & Business Development Council Members:
(registration includes 2016 membership for the council)

Presenter - Lisa Nicholas

Lisa NicholasLisa Nicholas is Vice President of Marketing for Amplify Federal Credit Union in Austin, Texas, and has been marketing for more than 19 years and specializing in marketing for the financial services industry for more than 14 years. Before joining Amplify, she ran her own marketing consulting business, Arrow Results. Prior to that, Lisa was Senior Research Analyst with Orange County Credit Union (Schools First). Amplify has received numerous marketing awards over the years under her direction including best newsletter, best coordinated campaign, best direct mail series, and more. In 2012, Amplify was awarded the Customer Service award by the Austin Chamber of Commerce. For her long-term excellence and life-long commitment to the credit union industry, the Credit Union National Association inducted Lisa as its 2013 Marketing & Business Development Council Marketing Professional of the Year, a prestigious honor reserved for the credit union marketing elite. The National Association of Federal Credit Unions named her Professional of the Year for 2013. She was also named Communicator of the Year by the International Association of Business Communicators in 2014 -- Austin Chapter.


For questions about this webinar, please contact Cristina Martinez at or 800-442-5762 ext. 6403.