Items Tagged with 'onboarding'
CUs concede it’s a challenge to turn ‘indirect’ members into PFI members.
April 24, 2013
Use data from indirect loan applications to start your discussion with new members.Read More
Empower employees to serve new members during the account-opening process.
October 25, 2012
The first 90 days is crucial for making or breaking a new-member relationship.Read More
Keep Bank Transfer Day momentum rolling.
March 12, 2012
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.Read More
Bank Transfer Day resulted in hundreds of thousands of new members. Now what?
March 1, 2012
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.Read More