3 ways to help your members (and prevent delinquency) before they know they need it

Mature financial planner sitting at his desk in an office working online with a laptop and going over documents

“There is no greater loan than a sympathetic ear.” – Frank Tyger With many credit unions closing their lobbies and opting for drive-thru transactions and electronic servicing to practice safe social distancing, remember that this is a great opportunity to deepen relationships and increase member loyalty through proactive advising and empathy.  Many members are facing […]

Stop Chasing Your Ideal Member

Couple chasing each other on beach

Credit unions have been conditioned to identify their captive audience and market to their ideal member. You’ve probably gone through some sort of exercise to build a consumer profile that classifies your member’s basic demographics to what influences her buying decisions. Perhaps you’ve given your ideal member a name, such as “Carol.” The belief is […]