Distilled to the Details: Crafting Better Member Relationships with AI-Powered CRM

Thursday, October 29th | 5:00-6:00 PM ET

Every great whiskey starts with more raw material than ends up in the glass. The distiller's craft is knowing what to keep: making the right cuts, recognizing the right moment, and pouring only what's worth savoring.

Credit unions face the same challenge. Member data lives in the core, lending, digital banking, the contact center, and the branch. But more data hasn't made it easier for frontline teams to see a member's full relationship or know how to serve them. Needs go unnoticed, and relationships drift like the angel's share: quietly, and a little every day.

Join SugarAI for a guided whiskey tasting and a practical conversation on how credit unions can go from 360° of member information overload, to 36° of what matters, to 3.6° of the exact next step for each member. Over three pours, you'll see how connected data and AI help your teams understand every member, catch the moments that matter, and serve each relationship just right.

This isn't a product demo. It's a conversation about moving your CRM from a system of record to a system of action: one that tells your team which members to contact, why now, and what to do next.

The first 20 eligible registrants will receive a tasting kit to enjoy during the session.

TASTING KIT INCLUDES

• 1 oz samples of three Angel's Envy Signature Series whiskeys:
  • Kentucky Straight Bourbon, finished in port wine barrels
  • Triple Oak Bourbon, finished in French, Hungarian, and Chinkapin oak barrels
  • Rye Whiskey, finished in Caribbean rum casks
• A box of Signature Pairing Chocolates
• Tasting glass
• Notebook
• Printed materials

FEATURED SESSION WITH ANGEL'S ENVY

Join a bourbon expert from Angel's Envy for a 30-minute session on bourbon production and secondary finishing. You'll take a brief virtual tour of the Downtown Louisville distillery, then taste the three signature spirits alongside the chocolate pairings.

Please note: your shipping address and phone number are collected at registration solely for the purpose of delivering wine to early bird recipients. Must be 21+ to receive.

AGENDA

1. Welcome + First Pour: The Mash (360°). 
   How raw ingredients shape a great whiskey, and why more member data hasn't automatically led to better member experiences.
2. Second Pour: The Cut (36°). 
   How distillers find the "hearts" of a run, and how AI helps teams focus on the members, needs, and opportunities that matter most right now.
3. Third Pour: The Finish (3.6°). 
   What makes the perfect pour, and how frontline teams can be guided to the right next conversation before every member interaction.
4. Q&A + The Angel's Share. 
   What's quietly slipping away from your member relationships today, and how to keep more of it.