Marketing

Member Onboarding

By Yun Ma | Feb. 25, 2013

By following up with a personalized phone call, Hanscom Federal Credit Union builds a more profitable relationship with members who join through remote channels.

By Drew Grossman | Feb. 25, 2013

Rating the quality of service helps one credit union ramp up the experiences of its newest members.

By Drew Grossman | Feb. 25, 2013

Versatile employees with critical-thinking skills wear many hats to streamline customer service at branches.

 

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By Melissa Forsyth | Feb. 14, 2013

Darden Employees FCU utilizes it's SEG internal communication channels to reach each new employee-and new member.

By Callahan & Associates | Dec. 31, 2012

There’s no such thing as a typical member anymore. In 2012, CreditUnions.com investigated how best to serve current members, account for new ones and keep staff happy.

By Melissa Forsyth | Oct. 22, 2012

Through ongoing tracking of their Net Promoter Score, Educators Credit Union was quick to discover when their new member experience was falling short. Learn how their actions helped boost loyalty and increase checking penetration while reducing single service households at their two initial target branches.

By Aaron Pugh | Oct. 15, 2012

Entrust Financial Credit Union gives personalized service to all new member relationships, not just high-dollar ones.

By Bailey Reutzel | Oct. 15, 2012

Spokane Teachers Credit Union’s onboarding program was such a success for indirect members, the credit union implemented it for all new members.

By Bailey Reutzel | Oct. 15, 2012

Credit unions still have an opportunity to capture dissenting consumers from large banks, even a year after Bank Transfer Day and the Occupy Movement.

By Aaron Pugh | Oct. 9, 2012

Hanscom Federal turned to outbound calling to onboard members but uncovered a primary channel for loan growth along the way.