The Invitation-Only Meeting for Customer Experience Executives in Banking, Financial Services, and Insurance in North America
June 2-3 2025
| The Camby, Phoenix, USA
David Eldred
Chief Experience Officer Solarity Credit Union
David Eldred is the CXO for Solarity Credit Union, headquartered in Yakima, Washington. David first started his career in the credit union industry in 1985, exactly 40 years ago this month. His experience spans Marketing and Product Development, Business Intelligence, Customer-, Digital- and Employee-Experience (CX/DX/EX), as well as oversight of Branch and Call Center Operations. In his free time, he enjoys hiking and backpacking the Pacific Northwest as well as designing board games.
CX Exchange for BFSI West Day 1
5:15 PM CASE STUDY PRESENTATION - Teller-Less, Support More: Improving CX Through Digital Transformation With Tellerless Branches
This case study will delve into the successful strategy of Solarity Credit Union’s CXO, David Eldred, in an effort to leverage the in-branch experience.
From identifying core customer segments through to developing deeper customer relationships, Solarity have been able to improve transaction times and processes for members whilst simultaneously supporting valued employees.
Join this session as we take the opportunity to understand their strategy whilst achieving financial reward!
• Establishing a transformative initiative
• Tackling the hurdles of data challenge
• Evaluating your current model
• Evaluating insights for productive next steps
Check out the incredible speaker line-up to see who will be joining David.
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