Items Tagged with 'onboarding'

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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.
Phil Britt
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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.
Steve Rodgers
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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.
Steve Rodgers
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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?
Darla Dernovsek
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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.
Steve Rodgers
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By any measure, Bank Transfer Day must be considered a success.
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