Upcoming Webinars
Our webinars are designed to deliver practical insights and actionable takeaways. Register today to attend.
MemberXP Best of the Best Panel: Turning Insight into Measurable
Tuesday, October 20th at 3:00 PM ET
Best of the Best: How Top Credit Unions Turn Member Feedback Into Action Featuring:
- Jessica Sawyer, Chief Operations Officer - Advantage One Credit Union
- Adam Tonge, Vice President of Retail Services - Alliance Catholic Credit Union
- Jeff McDowell, SVP of Retail Banking - Allegacy Federal Credit Union
- Kurt Jourdan, VP of Sales & Service - IU Credit Union
- Moderator: Keith Holder, Navari
Hear directly from the credit unions setting the standard for member experience. In this panel, Best of the Best honorees share how they use MemberXP to find friction, get to root causes, and prioritize the improvements that matter most across the member journey. The conversation covers what it takes to build ownership of member experience across the whole organization, from leadership alignment and cross-functional collaboration to frontline coaching and accountability.
Panelists will walk through real examples of improvements in digital, branch, lending, and service experiences, and how they are creating greater consistency across every channel. Whether you are strengthening an established program or standing one up for the first time, you will leave with practical advice on what has worked, what has not, and how these teams are preparing for evolving member expectations.
Whether you're launching a member experience program or looking to take an existing one further, you'll leave with practical strategies, proven approaches, and ideas you can apply immediately.
What you'll learn:
- How to identify friction, uncover root causes, and prioritize improvements across key member journeys
- How to build organization-wide ownership of member experience
- How leading credit unions apply MemberXP insights to digital, branch, lending, and service experiences
- Lessons learned and practical advice from Best of the Best award-winning teams
Measure What Matters: Turning Member Feedback into Better Experiences with MemberXP
Tuesday, October 27th at 3:00 PM ET
Join Navari for a closer look at MemberXP, the member experience platform built specifically for credit unions.
Learn how credit unions are using real-time member feedback to understand what is working, uncover opportunities for improvement, and make more informed decisions that strengthen member relationships.
Through this platform, your team can:
- Gauge Net Promoter Scores (NPS) to measure member loyalty and satisfaction.
- Analyze process gaps to identify opportunities for greater efficiency.
- Give members a voice by gathering real-time feedback on the service they receive.
- Access actionable insights to strengthen relationships and drive growth.
This solution makes it easier than ever to collect meaningful member feedback and create a stronger service culture.
On-Demand Webinars
Watch one of our informative webinars.
The Engagement Advantage: How Engaged Employees Fuel Business Growth
Organizations invest heavily in strategy, technology, and process improvement, yet one of the most powerful drivers of business performance is often overlooked. Employee engagement is the foundation of a service culture, and research consistently shows that engaged employees are more productive, create better customer experiences, and contribute directly to stronger financial results. This session explores the connection between employee experience, customer experience, and organizational performance, and how engagement becomes a measurable competitive advantage.
What Attendees Will Learn:
- Why employee engagement is a business strategy, not just an HR initiative
- The proven link between engagement, customer experience, and financial performance, and the hidden costs of disengagement
- The four foundational drivers of sustainable engagement: clarity, capability, recognition, and reward
- How leadership behaviors shape workplace culture and employee commitment
- How to connect performance management, learning and development, recognition, and compensation into a single employee experience
- A framework for tying people initiatives to measurable business outcomes and executive scorecard metrics
- Practical steps leaders can take immediately, without adding complexity or administrative burden
Your Website Is Working Harder Than Ever. Is Your CMS Keeping Up?
Financial institution websites have become a primary destination for prospective members and customers researching products, existing account holders seeking support, and marketing teams driving engagement. Yet many organizations still rely on platforms that make updates slow, complicated, and dependent on technical resources.
Join Navari for a 30-minute look inside Timix the content management platform built specifically for banks and credit unions. You'll see what changes when compliance, accessibility, and disclosure requirements are built into the platform, when rate and promotional updates take minutes instead of days, and when AI is embedded to help both your visitors and your marketing team get where they need to go faster.
What You Will Take Away:
- What your current platform may be costing you in time, risk, and missed opportunities
- How marketing teams publish, update, and stay compliant without relying on developers
- How AI-powered FAQs and the Solutions Finder help answer member and customer questions directly on your website, while the AI Writing Assistant accelerates content creation
- What 25 years of serving financial institutions means for your security, hosting, compliance, and long-term stability
Creating Your Website Roadmap for 2027
Aligning budget, strategy, and digital experience goals. A new website is one of the most significant digital investments a bank or credit union can make. From design and content migration to hosting, security, and ongoing support, costs can add up quickly when planning starts too late. This webinar will give financial institution leaders a roadmap for scoping, prioritizing, and budgeting for a successful website project in 2027.
Conducting Effective CEO Performance Reviews
A well-designed CEO Performance Review helps boards strengthen governance, improve accountability, and support organizational success. In this webinar, we will discuss best practices for conducting meaningful and effective CEO performance reviews. Attendees will learn how to create a structured, objective, and confidential evaluation process. We will discuss common challenges, governance considerations, and key components of a successful evaluation and how to link the performance evaluation to your CEO's compensation plan.
Modern CMS Migration: Secure, Scalable, and Built to Perform
Migrating your CMS is more than a technical move. It is an opportunity to create a more secure, scalable, and reliable digital foundation for growth. In this session, we will walk through what a successful migration looks like, from planning and content audits to secure hosting, performance, and launch readiness. You will also learn the common pitfalls that introduce risk and how to avoid them. Whether you are replacing a legacy platform or preparing for what is next, you will leave with a practical roadmap you can execute with confidence.
Digital Accessibility: Reducing Risk, Improving Experience, and Increasing Discoverability
Your website is the front door to your institution. For millions of people, that door may be closed.
Digital accessibility has become one of the biggest sources of legal risk, reputational exposure, and missed growth for financial institutions. ADA-related digital lawsuits keep climbing, search and AI-driven discovery increasingly reward accessible sites, and customer expectations are shifting fast.
The AI Powered Leader
Most managers are buried in work that technology should be handling. This session explores how AI acts as a leadership amplifier, giving leaders more time to focus on people and performance. Through side by side examples, you will see how AI helps personalize development, identify burnout earlier, strengthen feedback and recognition, and support more informed talent decisions. We will also cover advanced prompting as an emerging leadership skill and show how AI can enable more timely, consistent, and fair performance conversations. Attendees will leave with practical ways to reduce manual work and lead with greater clarity and impact.
Eligible for 1 SHRM credit.