As a credit union in the neobank era, we are all experiencing more competition than ever before. Depending on your institution’s fees, balances, interest, and other metrics, it may take a household years to become profitable. The last thing you want is to lose the household in the first year.
In this webinar, credit union marketers will learn:
- How to identify products to cross-sell, at what frequency to promote them, and other best practice tips
- How to encourage sticky behaviors to reduce first-year attrition
- How to scale your onboarding programs to be even more personalized (business accounts, indirect members, and even youth accounts)
- Whether or not direct mail is worth investing in
- The most important thing you can do with a new household to reduce their likelihood of attrition
