

MX-FLOW: Agentic Hyper-Personalization for Credit Unions
MX-FLOW: Agentic Hyper-Personalization
Thursday, October 29 | 4:00 to 5:00 PM ET | Online
Most credit unions know their members in segments. A paycheck that stopped or an auto loan paid to another lender sits in the data, but it rarely reaches the right person in time.
This invite-only session shows how credit unions are getting to one-to-one member experience with agentic AI. We’ll run MX-FLOW live. Every night it reads member data down to the transaction, and each morning it gives every team a list of who needs them and why, routed to the CRM, branch inbox or campaign platform they already use.
Panel
Amy Stevens, SVP of Member Experience, GreenState Credit Union
Courtney Rowan, Chief Growth Officer, Citadel Credit Union
Ishita Jaiswal, Head of Growth, Multimodal
Built for member experience, marketing, growth and operations leaders at credit unions. Registration requires approval, and seats are limited to keep the conversation candid.