In this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to what it really means to lead across generations in the post-COVID workplace. Stay tuned for an exciting announcement at the end of the show.
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In this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to what it really means to lead across generations in the post-COVID workplace. Stay tuned for an exciting announcement at the end of the show.
Filene Fill-In Ep. 81: Beyond Demographics--The Power of Filene’s Member Segmentation Model
Filene Research Institute
40 minutes 40 seconds
1 year ago
Filene Fill-In Ep. 81: Beyond Demographics--The Power of Filene’s Member Segmentation Model
You know their names, ages, incomes and balances…but does that tell you who your members are? Does it tell you their motivations? How about actionable insights for helping meet their needs in the way that works best for them?
It's no surprise that people with similar demographics can exhibit vastly different consumer behaviors...
But a couple of strategy and marketing leaders in today’s episode believe Filene’s new segmentation model could be revolutionary for credit unions.
In this episode, Filene’s Taylor Nelms guides a conversation with the credit union early adopters of Filene’s Member Voice segmentation tool.
We’ll hear from Tricia Beeker, Vice President of Marketing and Lisa Warlick, Manager of Marketing Analytics at Truliant Federal Credit Union, as well as Ryan Zilker, Chief Strategy and Marketing Officer at Sound Credit Union.
They'll share candid insights from their journey with Member Voice, revealing how it's shaping their strategies and integrating with their operations.
A key takeaway they've shared is the realization that readiness isn't a prerequisite for starting with Member Voice. Instead, it's a tool that prepares them for the future, sparking ideas and opportunities they couldn't have anticipated.
You’ll also soon hear how the power of collaboration is helping them as they go through this segmentation work together -- each with their own unique set of goals, strategies and outcomes for it. They’ve only got one question for you – why wouldn’t you want this information at your fingertips?!
Stay tuned as we dive into their experiences and learnings, right here on The Filene Fill-In.
Filene Research Institute
In this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to what it really means to lead across generations in the post-COVID workplace. Stay tuned for an exciting announcement at the end of the show.
