P1FCU Leverages InMoment’s Cutting-Edge Advanced AI to Elevate Credit Union Member Experiences

P1FCU leverages innovative technology to glean deeper insights from credit union members’ surveys, digital banking, and call center feedback

InMoment®, a leader in Experience Improvement solutions, announced today its collaboration with Potlatch No. 1 Financial Credit Union (P1FCU) to implement a progressive credit union AI-based technology to elevate experiences across all facets of the business to foster member loyalty and satisfaction.

Utilizing InMoment’s XI Platform, P1FCU can now pinpoint friction points across the member journey with a sophisticated solution that uses proprietary natural language processing (NLP) and AI technology. This integration and analysis of experience feedback from post-loan and new account surveys, online website visits, and call center conversation transcripts enable the intelligent identification of key drivers of satisfaction and sentiment. As a result, P1FCU can provide more personalized experiences tailored to member preferences.

“P1FCU is committed to delivering experiences rooted in empowerment by linking arms with our members and communities as a trusted, lifelong financial partner,” expressed Vanessa Broemeling, VP, Member Experience, P1FCU. “We are confident that the AI-based analytics technology and the deeper insights from the Voice of our Members provided by InMoment, will be a catalyst in elevating our understanding of meeting members where they are at on their financial journey.”

“Our continued success within credit unions, highlighted by this significant collaboration with P1FCU marks a pivotal moment for P1FCU and InMoment,” states Mehul Nagrani, Managing Director, Americas at InMoment. “We’re excited to help break down data silos and uncover more insights from granular feedback across their surveys, website, and contact center conversations to help P1FCU streamline their member journey and address the diverse needs of their members.”

This collaboration is designed to enhance P1FCU’s members' interactions and satisfaction by optimizing functionality, intuitiveness, and user-friendliness. By fostering a culture of continuous improvement, P1FCU has implemented InMoment’s technology to remain at the forefront of innovation, setting the standard for excellence in member service and experience.