Metrics that matter: Moving beyond open rates & page views

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

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