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The first few days of membership can make or break the entire member experience. Follow these steps to provide lasting value that fosters a long-term relationship.
When Advia Credit Union adopted a new digital banking platform, it used multiple channels to share upcoming changes and post-conversion updates.
As the movement adds members, relationships and market share also increase.
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Five can't-miss data points featured this week on CreditUnions.com.
MSUFCU looks inward to identify sticky products and save members millions.
Five ways credit unions made the most of marketing budgets in the past 366 days.
The Memphis credit union has improved retention, electronic services, and accounts per household by delivering the right messages to the right members.
The marketing director of Affinity Plus FCU talks about micromanaging, leadership vulnerability, and onboarding new members after the Ditch Your Bank campaign.
Why a Chicago-area credit union ditches digital channels for much of its onboarding and a larger neighbor relies on remote channels to serve far-flung SEG sites.
This Minnesota credit union mixes marketing and message to revive relationships.
Grab the attention of existing members and bring them back into the credit union fold with a re-boarding initiative.
First Tech Federal Credit Union offers tips to ensure the right messages reach the right members at the right times.
This week, CreditUnions.com features success stories from credit unions across the industry. Whether by resolving complaints, or onboarding new members here's how credit unions are improving the member experience.
Callahan & Associates and Generations Federal Credit Union discuss Generations' onboarding strategy.
Onboarding new members and employees is a critical step in deepening the credit union relationship. But sometimes this is easier said than done.
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Generations FCU’s three-part onboarding strategy engages members at the onset and continues building relationships through their 90 day and beyond.
An exceptional employee onboarding and training program at Nusenda Credit Union produces an award-winning employer.
The California credit union opens 22% of its new memberships online and will soon add a mobile app option.
The bi-state credit union moves 40% of indirect members into at least one other financial product.
When done correctly, member onboarding can be an effective way to deepen financial relationships. These few simple steps can help any credit union better connect with its members.
This week, CreditUnions.com looks at strategies for onboarding members, from teaching Apple Pay and remote deposit capture to re-engaging long-term members.
A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
Credit unions have steadily changed and grown over the past 20 years.
Prepare staff for the possibility of a merger to ease fears when it happens.
After evaluating the quality of service, Educators Credit Union ramped up the experiences of its newest members.
In this Q&A with Brooke Rodriguez, AVP of Marketing at Darden Employees Federal Credit Union ($28.8M, Orlando, FL), Rodriguez shares the strategy behind a successful video used to onboard new members.
As credit unions broaden their membership base, many are also expanding the business they do with existing members.
By following up with a personalized phone call, Hanscom Federal Credit Union builds a more profitable relationship with members who join through remote channels.
Rating the quality of service helps one credit union ramp up the experiences of its newest members.
Versatile employees with critical-thinking skills wear many hats to streamline customer service at branches.
Darden Employees FCU utilizes it's SEG internal communication channels to reach each new employee-and new member.
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.
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.
Entrust Financial Credit Union gives personalized service to all new member relationships, not just high-dollar ones.
Spokane Teachers Credit Union’s onboarding program was such a success for indirect members, the credit union implemented it for all new members.
Credit unions still have an opportunity to capture dissenting consumers from large banks, even a year after Bank Transfer Day and the Occupy Movement.
Hanscom Federal turned to outbound calling to onboard members but uncovered a primary channel for loan growth along the way.
Randolph-Brooks gives its members 15 reasons to make the credit union their primary financial institution this holiday season.
SAFE Credit Union encourages members to do the sensible thing and save.
An Iowa credit union is using data and the right attitude to generate solid member relationships.
A clear strategy makes for solid onboarding, but so does valuing members once they're in the fold.
Take an in-depth look at how GTE got going in tough times.
Member onboarding is a delicate but valuable process that Addison Avenue Federal Credit Union manages well.
A multichannel marketing strategy yields success in a dual market.
Security Service Federal Credit Union is very good at entering and managing multiple markets. Learn more in this multi-feature series.
Community First Credit Union keeps its focus on community members in and outside of the cooperative.
A financial education strategy and smooth processes help this large credit union succeed. Take an in-depth look at its strategy.
A checklist against which to evaluate your online account opening and funding efforts.
Leverage internal resources and processes to achieve organic membership growth.
How Addison Avenue used outbound calling to increase sales and strengthen member commitment.
New enrollment technology allows NARFE Premier to more effectively recruit new members from a geographically diverse pool of potential members.
A lot has changed since DigitalMailer launched in 2000. Today credit unions are seeing the advantages of email marketing.