ON-DEMAND WEBINAR
The Primacy Playbook: Winning PFI Relationships in a Crowded Market
Watch SavvyMoney and BCU break down what it takes to win the primary financial relationship when consumers spread their financial lives across multiple apps and providers.
What You'll Learn
The New Definition of Primacy
Why direct deposit and checking ownership no longer tell the full story, and why primacy now lives where consumers log in, transact, and get guidance.
The Five Drivers of Modern Primacy
How leading institutions build a financial command center, deliver personalized prequalified offers, and show up at the exact moment a consumer is making a decision.
Inside BCU’s Engagement Strategy
How BCU set its own KPI for engaged member growth, welcomes every new member into its financial wellness tools, and brought lending, digital, marketing, and data to the same table.
Turning Engagement Into Lending Growth
Why leading with reassurance, not just rate, wins the borrowing moment, and why the experience has to be both personalized and personal.
Watch the Webinar Now
Join Chris Fraenza, Chief Revenue Officer at SavvyMoney, and Jill Sammons, EVP, Chief Experience & Strategy Officer at BCU, for an on-demand conversation on winning primacy in a crowded market.
COMPANION EBOOK
Go Deeper with The Primacy Playbook
Get the frameworks from the webinar in one place: the five drivers of modern primacy, the Primacy Flywheel, an inside look at BCU’s engagement engine, and a 90-day plan to start building your own primacy advantage.