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Member Onboarding

credit union strategy
FEATURE Supercharging Service Naturally Exclusive Content

After evaluating the quality of service, Educators Credit Union ramped up the experiences of its newest members.

By Drew Grossman

April 15, 2013

3820 Views
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VIDEO An Onboarding Video Strategy

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.

By Melissa Forsyth

Feb. 26, 2013

43644 Views
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FEATURE Stronger Relationships With Members Pay Off In 2012

As credit unions broaden their membership base, many are also expanding the business they do with existing members.

By Mark Reed

Feb. 25, 2013

4983 Views
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customer-service
FEATURE One Credit Union’s Ingenious Solution: An Outbound Call Center

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 Yun Ma

Feb. 25, 2013

8453 Views
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FEATURE Supercharging The New Member Experience Exclusive Content

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

By Drew Grossman

Feb. 25, 2013

3304 Views
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FEATURE Stop Shuffling Members Around And Hire A Universal Employee Instead

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

By Drew Grossman

Feb. 25, 2013

6177 Views
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VIDEO Onboarding Your SEG

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

By Melissa Forsyth

Feb. 14, 2013

5268 Views
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FEATURE Best Of 2012: Member Experience

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 Callahan & Associates

Dec. 31, 2012

3409 Views
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VIDEO Improving The New Member Experience Leadership Content

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 Melissa Forsyth

Oct. 22, 2012

3781 Views
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FEATURE Member Onboarding Perfected Exclusive Content

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

By Aaron Pugh

Oct. 15, 2012

5183 Views
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