COVID Alert: 10 Novel Strategies Credit Unions Use to Help Members Feel Safe and Embrace Digital Banking
During a recent mystery shop of 16 credit unions, these innovative approaches to helping members feel safe and embrace digital banking caught our attention.
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Bank and Credit Union 1-Minute COVID Quiz
Take the 1 Minute COVID Quiz to find out how your financial institution is scoring against the industry’s best practices.
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Investors Group – An Example of Innovative COVID-19 Messaging
Investors Group The page heading, “Helping you navigate uncertain times and stay focused on long-term goals”, is a refreshing change. It brings a sense of control during a chaotic period. This message is reinforced by the Investors Groups’ EVP’s “Market Volatility Update” video with uplifting comments such as, “Equity markets will recover at lightning speed […]
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Understanding the Impact of “Customer Churn”
Customer churn should be top of mind for all organizations. The importance of a strategically executed customer onboarding program was our last topic. Such a program cements new customer loyalty and commitment. A strong onboarding program also sets the stage for the new customer bringing you more of their business. However, the flip side of […]
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Customer Onboarding Best Practices
Introduction Adopting best practices for customer onboarding is a key factor in client retention and loyalty. Many businesses today are allocating resources to competitive intelligence, mystery shopping and market research. This is in an effort to gain a competitive advantage and increase both share of wallet and market share. However, in my experience, ensuring the […]
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