SANTA ROSA, Calif.– What is the first 90 days like for new members of a credit union? A free webinar for credit union professionals is offering to get marketers, lenders and other credit union leaders thinking more about that question.
Hosted by IQR Consulting, a data analytics firm that provides consulting services for financial institutions, the webinar will tackle data-driven strategies for improving that new-member experience without an intense investment of resources.
“The objective for any credit union is to keep the financial consumers who belong to the cooperative excited about the relationship and loyal for the long term,” said IQR Managing Director Karan Bhalla, who will present the webinar. “With new competitive threats and fintech innovators fighting hard for that loyalty, being intentional about member onboarding is critical to achieving that objective.”
According to the company, attendees will walk away with insight on each of the following:
- Why strategic onboarding is critical to survival in today’s complex financial services landscape
- Which of the three stages of member onboarding credit unions should implement and when
- How to leverage vast amounts of existing member data for effective new member strategies
- What life-stage marketing can do to enhance the member experience
- Examples of successful onboarding plans
The “Engage Members Now Before They Walk Away” webinar is scheduled for July 26 from 2:00-2:45. For info: http://www.iqrdataanalytics.com/onboarding_webinar_request.aspx