Marketing

Member Onboarding

By Sharon Simpson | Jan. 2, 2017

Five ways credit unions made the most of marketing budgets in the past 366 days.

By Marc Rapport | Nov. 28, 2016

The Memphis credit union has improved retention, electronic services, and accounts per household by delivering the right messages to the right members.

By E.C. Harrison | Sept. 26, 2016

The marketing director of Affinity Plus FCU talks about micromanaging, leadership vulnerability, and onboarding new members after the Ditch Your Bank campaign.

By Marc Rapport | May 23, 2016

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.

By Marc Rapport | May 23, 2016

This Minnesota credit union mixes marketing and message to revive relationships.

By Erik Payne | March 28, 2016

Grab the attention of existing members and bring them back into the credit union fold with a re-boarding initiative.

By Aaron Pugh | March 28, 2016

First Tech Federal Credit Union offers tips to ensure the right messages reach the right members at the right times.

By Rebecca Wessler | March 28, 2016

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.

By Callahan & Associates | March 25, 2016

Callahan & Associates and Generations Federal Credit Union discuss Generations' onboarding strategy.

By Rebecca Wessler | Jan. 19, 2016

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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By Sharon Simpson | Jan. 18, 2016

Generations FCU’s three-part onboarding strategy engages members at the onset and continues building relationships through their 90 day and beyond.

By Dahna Chandler | Jan. 18, 2016

An exceptional employee onboarding and training program at Nusenda Credit Union produces an award-winning employer.

By Marc Rapport | July 13, 2015

The California credit union opens 22% of its new memberships online and will soon add a mobile app option.

By E.C. Harrison | July 13, 2015

The bi-state credit union moves 40% of indirect members into at least one other financial product.

By Sam Taft | July 13, 2015

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.

By Rebecca Wessler | July 13, 2015

This week, CreditUnions.com looks at strategies for onboarding members, from teaching Apple Pay and remote deposit capture to re-engaging long-term members.

By Callahan & Associates | Sept. 25, 2014

A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.

By Andrew Bolton | April 21, 2014

Credit unions have steadily changed and grown over the past 20 years.

By Andrew Bolton | Oct. 22, 2013

By Sharon Simpson | July 22, 2013

Prepare staff for the possibility of a merger to ease fears when it happens.

By Drew Grossman | April 15, 2013

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

By Melissa Forsyth | Feb. 26, 2013

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 Mark Reed | Feb. 25, 2013

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

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.

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.

By Rebecca Wessler | Jan. 1, 2012

Randolph-Brooks gives its members 15 reasons to make the credit union their primary financial institution this holiday season.

By Rebecca Wessler | Jan. 1, 2012

SAFE Credit Union encourages members to do the sensible thing and save.

By | Oct. 3, 2011

An Iowa credit union is using data and the right attitude to generate solid member relationships.

Feature
Member Matters

By Thomas Cullen | May 23, 2011

A clear strategy makes for solid onboarding, but so does valuing members once they're in the fold.

By Aaron Pugh | April 1, 2011

Take an in-depth look at how GTE got going in tough times.

By Thomas Cullen | Jan. 10, 2011

Member onboarding is a delicate but valuable process that Addison Avenue Federal Credit Union manages well.

By Rebecca Wessler | Jan. 1, 2011

A multichannel marketing strategy yields success in a dual market.

By Rebecca Wessler | Dec. 15, 2010

Security Service Federal Credit Union is very good at entering and managing multiple markets. Learn more in this multi-feature series.

By Rebecca Wessler | June 15, 2010

Community First Credit Union keeps its focus on community members in and outside of the cooperative.

By Rebecca Wessler | April 6, 2010

A financial education strategy and smooth processes help this large credit union succeed. Take an in-depth look at its strategy.

By Callahan & Associates | April 1, 2010

A checklist against which to evaluate your online account opening and funding efforts.

By Chris Tissue | Jan. 6, 2010

Leverage internal resources and processes to achieve organic membership growth.

By Rebecca Wessler | Jan. 1, 2010

How Addison Avenue used outbound calling to increase sales and strengthen member commitment.

By Callahan & Associates | July 1, 2009

New enrollment technology allows NARFE Premier to more effectively recruit new members from a geographically diverse pool of potential members.

By Callahan & Associates | July 1, 2009

A lot has changed since DigitalMailer launched in 2000. Today credit unions are seeing the advantages of email marketing.