Financial Services

Best-in-Class B2B Loyalty Program Strategies for 2025: Beyond Perks and Points

Best-in-Class B2B Loyalty Program Strategies for 2025: Beyond Perks and Points

Winning in B2B loyalty goes well beyond perks. B2B loyalty programs today should be designed holistically, rooted in sound business strategy, and carefully aligned with long-term objectives. They’re also easier to use, more personalized, and more community-driven than ever before. At Seez, we help clients design programs like these by looking at the business economics […]

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6 Foundational Strategies to Build Member-Centricity in a Credit Union

6 Foundational Strategies to Build Member-Centricity in a Credit Union

Seez President Michele Stone recently presented insights at the Marketing Association of Credit Unions (MAC) Conference in California. During Michele’s presentation, she explained how credit unions thrive when they prioritize member-centricity, focusing on personalized, value-driven services. To truly excel in this focus area, partnerships are essential for providing the tools, insights, and resources that create

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How AI and Strategic Consulting Can Fuel Growth for Credit Unions

Shelley Carlson, EVP Marketing and Relationship Management at 1st University Credit Union, Michele Stone, President of Seez, and Mitch Rutledge, CEO of Vertice AI, recently appeared on CUBroadcast to share how the three organizations have teamed up to create and launch a new member growth initiative. One that leverages the power of Vertice AI data and Seez’s strategic consulting. In

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It's a jungle out there

It’s A Jungle Out There

Today’s financial headlines warn of pending downturns in an inflationary environment, economic oblivion for foreign superpowers, pressures from cryptocurrency, opportunities and threats surrounding BNPL, more restrictive regulatory changes and interest rates on the rise. Navigating the decisions shaping your credit union’s future demand a plan to battle what may be your biggest threat: uncertainty. Where

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