Items Tagged with 'onboarding'


Member Loyalty Hinges on a Great First Impression

When was the last time your CU reviewed its member onboarding program?
Tailor your onboarding program to your membership.
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Move Members from the Showroom to Your Lobby

CUs concede it’s a challenge to turn ‘indirect’ members into PFI members.
Use data from indirect loan applications to start your discussion with new members.
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CUs Exchange Onboarding Best Practices

Empower employees to serve new members during the account-opening process.
The first 90 days is crucial for making or breaking a new-member relationship.
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Only One Shot at a First Impression

Keep Bank Transfer Day momentum rolling.
First impressions are important. Over the years, astute observers have noted that you never get a second chance to make a first impression, and first impressions are often the most accurate.
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Bring New Members Onboard

Bank Transfer Day resulted in hundreds of thousands of new members. Now what?
CU marketers have been so busy trying to attract new members they’ve had precious little time to consider what might happen if they were wildly successful.
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‘Onboarding’ Clock Is Ticking

The first 60 to 90 days are critical for success.
By any measure, Bank Transfer Day must be considered a success.
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