By Whitney Loe, Ignite Sales
Learn how a personalized approach to member interactions—especially those that happen in-branch—can help put you on the path to primary. (Step 2 of our three-part series).
Fewer than a quarter of credit union members consider their credit union to be their primary financial institution (PFI). Only 30% of members say they have a product or service from their credit union that fully meets their needs. Could there be a connection between the two? We’d say the likelihood is high.
Last month we discussed how moving from order taker to change maker was the first step toward more members seeing you as their PFI. This month we’ll focus on Step 2: the importance of taking a personalized approach to member interactions, especially when you’re connecting one-on-one.
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