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Episode 5

Metrics that matter: Moving beyond open rates & page views

August 19 @ 1PM ET | 10AM PT

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August 19, 2025
1PM ET | 10AM PT

Traditional metrics like open rates and click rates only scratch the surface of what today’s marketing efforts are truly achieving. In an era where personalization, education, and lifecycle engagement are key to growth, it’s time to expand how we define success.

In this session, we’ll explore how credit union and community bank marketers can shift their measurement mindset—tracking the behaviors, decisions, and outcomes that reflect real account holder impact. From product adoption to improved financial confidence, we’ll cover smarter ways to prove effectiveness and shape strategy.
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What you'll learn:

  • Why traditional marketing metrics fall short in member engagement
  • Key behavioral and conversion indicators that align with business goals
  • How to track the impact of financial wellness and education campaigns
  • Examples of data that helped teams improve targeting and retention

Masterclass registration

Walk away with a refreshed approach to reporting, better conversations with leadership, and a clearer picture of how your work drives long-term value.

Hosted by the Digital Onboarding Managed Services Team

The Managed Services Team (MST) empowers financial institutions to maximize engagement, retention, and growth by developing educational content and best practices that drive success. Beyond execution, the MST serves as a strategic partner to our financial institution customers, providing expert guidance, creative solutions, and continuous optimization to help strengthen their customer and member relationships and achieve measurable results.

Justin Roberts
Sr. Director, FI Marketing Strategy
Growth Strategy Team

Ebony Ivey
Director of FI Marketing Strategy - Managed Services Team

Ebony is the Director of FI Marketing Strategy on Digital Onboarding’s Managed Services Team, where she brings extensive expertise in financial services. She has led initiatives in customer lifecycle marketing, acquisition, and content strategy, optimizing client acquisition and brand awareness. Ebony excels in bridging strategy and execution to drive business results for our customers.

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