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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.
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.
The benefits are endless!