Director, Customer Success
Feeling excited about the wealth of data your credit union has access to - but also a sense of "now what?" when it comes to actually putting it to work?
That's because you haven't met Emily Engstrom.
As the leader of the Customer Success team, Emily provides the critical last piece of your data puzzle. Whether you want to use data to better engage with your members, grow wallet share, uncover trends in fraud, better manage lending risk or optimize your marketing channels, count on Emily and her team to develop an exceptional data strategy that deploys your resources efficiently and effectively.
Before joining AdvantEdge Digital, Emily held a variety of roles with CUNA Mutual Group. She helped credit unions throughout the Midwest manage lending compliance and operations and oversaw sales planning strategies for a number of CUNA Mutual Group products and services.
Emily started her system career with one of the Midwest's premier credit unions: $2 billion Summit Credit Union. There she honed her skills in lending, operations, retail branches and underwriting.
When she's not helping credit unions activate their data insights, you're likely to find her taking a run, traveling somewhere new or just enjoying time with family and friends.
Data nerd-tastic fact about Emily: Credit unions are one of her favorite topics around the office and around the dining room table. Emily and her better half met at a credit union and her husband continues to work there and oversees all retail efforts for the credit union's 34 branches. Which means Emily has daily exposure to the real challenges and opportunities credit unions face and the critical role data can play in addressing and optimizing them.
Anthology of Emily's insights:
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How to Use the Data You Already Have to Help Members Cope with COVID-19
Emily EngstromDirector, Customer Success