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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.
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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.
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.