Contact new members who have joined the credit union. Why should you do this? This is a great opportunity to welcome them to the credit union and manufacture opportunity for credit union. Let the member know the full spectrum of services you offer. It’s possible they don’t even know what is available to them. You could piggyback this member interaction with other Building the Factory volumes and offer to refinance their auto loan, credit cards or mortgage. It is an opportunity to generate revenue and to create a lifelong member. Reaffirm their choice to join the credit union!
I Want to Increase My Number of Services Per Member
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 sale’s success.
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