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The Primacy Playbook: Winning PFI Relationships in a Crowded Market

The race for primacy has never been more urgent — or more winnable. Here’s how banks and credit unions can deepen relationships to become the financial institution consumers turn to first.

Neobanks and fintechs may compete on speed and slick interfaces, but banks and credit unions hold an advantage no new market entrant can replicate: years of real relationship data. Institutions that act on that data will grow wallet share, while the ones that don’t will fall behind.

This webinar gives banking leaders a concrete playbook for turning their biggest competitive advantage into measurable growth — by leveraging the right combination of data, financial wellness tools and personalized offers.

Attendees will learn exactly where wallet share opportunities live, what it takes to capture them, and how the industry’s top performers are already building the kind of primacy strategies your team can actually execute.

This webinar will teach banking executives:

    • Why traditional signals like direct deposit are now unreliable indicators of primacy
    • How consumers are quietly shifting activity elsewhere while staying “technically active” at your institution
    • How to show up with relevant offers precisely when consumers are in-market for financial products
    • How financial wellness tools create the recurring engagement that translates into loan growth, higher loan balances, and retention
    • What BCU is actually doing to build primacy — and what other FIs can take from it

Meet the Experts:

  • Chris Fraenza, Chief Revenue Officer at SavvyMoney
  • David Dowhan, Chief Product Officer at SavvyMoney
  • Jill Sammons, SVP, Strategic Growth & Engagement at BCU