At face value, gloom and doom statements from regulators and red ink headlines from the trade press would make anyone wonder about the financial stability of credit unions. But dig into the numbers. By design, credit unions are different than banks, and the cooperative business plan comes with a different set of financials.
This sales and relationship-building webinar is designed to help credit union suppliers initiate strategic discussions with potential and existing clients. Your products and services can help potential and existing clients achieve their business objectives; how do you communicate that in every interaction?
You don’t need an accounting degree or a database to evaluate your approach. This 60-minute event shows you how to track the financial stability and future of credit union clients and conduct intelligent prospecting.
Discussion topics include:
- What do NCUA’s actions mean to your clients and potential clients?
- How should you think about credit union opportunities in 2011?
- What data is available and how do you get it?
- What data points are relevant and how can you use them to more effectively prospect?
- How can you identify strengths and weakness of a potential client?
- How can you use data to better prepare for credit union visits?
- What are the three-to-four data points that paint a good picture of the credit union?
- What data is relevant to individual departments?