Cover Image for MX-FLOW: Agentic Hyper-Personalization for Credit Unions
Cover Image for MX-FLOW: Agentic Hyper-Personalization for Credit Unions
9 Went
Private Event

MX-FLOW: Agentic Hyper-Personalization for Credit Unions

Hosted by Multimodal, Nicholas & Ankur Patel
Virtual
Registration
Past Event
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About Event

​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.

9 Went