Building a Digital Strategy on Feedback with Addition Financial Kevin Dougherty

Behind the Vault Episode 48

Being led by the needs of your customers and members is a given. Being confident of what those needs are is another matter. And making big bets on things like your digital experience is increasingly becoming make or break for an institution’s relevance.

Addition Financial’s COO Kevin Dougherty shares how their team turned member insights into actionable requirements, avoiding costly missteps and building features their members truly needed. Kevin shares their member-first approach to digital transformation, where extensive surveys and feedback loops created the roadmap for their success.

Key topics from our conversation:

  • Turning survey data into actionable requirements
  • Avoiding costly technology missteps
  • Measuring success through member response
  • Building features members actually use



Whether planning a digital transformation, evaluating new technology, or looking to understand your members’/customers’ needs better, this episode offers practical insights on making smarter technology decisions.


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This is Behind the Vault: Conversations with Customer-Driven Bankers, the podcast dedicated to empowering CEOs, Presidents, and CMOs in the community banking and credit union industry. In this digital era, your role as a leader in these financial institutions is more crucial than ever. Join us as we explore the stories, strategies, and successes of fellow industry leaders, providing you with actionable insights to drive your institution toward unparalleled success.

To apply to be a guest on Behind the Vault: http://behindthevaultpod.com/guest

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