Strategic Guidance for Accelerated Growth
Insights
Understand consumer behaviors to drive the right strategies.
Analytics
Get actionable insights based on your institution’s unique data.
Marketing
Uncover growth opportunities and enhance campaign results.
Strategy
Ensure profitable growth through data-driven strategies and services.
UPCOMING EVENTS
We’re excited to announce the 2026 Raddon Roundtable schedule!
Various dates below:
Raddon Roundtables are exclusive, in-person events designed for credit union leaders to connect, collaborate, and tackle the industry’s most pressing challenges. These sessions provide a unique opportunity to share insights, explore innovative strategies, and network with peers in an interactive setting. Each Roundtable draws on Raddon’s research and analytics to spark insightful, meaningful discussions aimed at driving growth and transformation for credit unions.
Registration now open:
- April 7 – Pasadena, CA
- April 8 – Walnut Creek, CA
- April 28 – Princeton, NJ
- May 7 – Milwaukee, WI
- May 19 – Albany, NY
- May 20 – Boston, MA
- July 8 – Salt Lake City, UT
- July 9 – Denver, CO
Mark your calendar for additional events (registration for these sessions will open as venues are finalized):
- September 22 – Irvine, CA
- September 23 – Sacramento, CA
- September 24 – Seattle, WA
- October 21 – Indianapolis, IN
- October 22 – Chicago, IL
- October 29 – Minneapolis, MN
- November 3 – Philadelphia, PA
- November 4 – Baltimore, MD
- November 17 – Atlanta, GA
- November 18 – Orlando, FL
March, 2026
Expanding Deposit Products to Current Accountholders
New insights from Raddon Research show that consumers who plan to open deposit accounts are highly likely to follow through – creating a major opportunity for financial institutions to deepen relationships with current accountholders.
This report highlights how expanding deposit, investment, and advisory conversations across income and age segments can drive retention, wallet share, and long-term loyalty. The data makes a clear case: growth isn’t just about attracting new customers – it’s about better serving the ones you already have.
March, 2026
What Makes a High-Performing Financial Institution?
Financial institutions that consistently outperform their peers excel in three critical areas: balances, payments, and member experience. High performers build deeper relationships, generate stronger engagement, and create simpler, more rewarding experiences that encourage members to bring more of their business.
Now introducing the first article in a new series exploring why these drivers matter and how they fuel long term growth.
Enhance Value With Predictive Analytics
Predictive Analytics from Raddon allows financial institutions to build deeper relationships with members and customers through sophisticated targeting and segmentation, which drives greater value, share of wallet and ROI.
Want to ask us a question? Interested in our services? We’re here to help. Contact Us
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