I Want More Loans With Existing Members

This document and the following volumes are intended to give a credit union a complete road map to execute a marketing campaign. This road map will take the user from the very beginning point all the way through to the end of the process and the evaluation of the campaign. This design will contain all the steps necessary to create the campaign, the steps to follow through to the end using the referenced CU*BASE options to mine the data and track the sales success.

Additional information

A member with a checking account and no loan offers huge potential for any credit union. The member already has a relationship with you but it could likely be more. The majority of people are not debt free. Members need loans—it’s time to go after them! You can partner this edition with any loan specials you may have or it can be done independently as well. We will walk through the process to identify the correct members and contact them! Use this as an exercise in establishing or building upon a sales culture.

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