Essential Onboarding and Cross Selling Strategies Webinar
05.07.2015 - 05.07.2015 (M & BD)
May 7, 2015 11:00 A.M. - 12:00 P.M. CT Webinar
Having a plan in place to reach new members and educating them on your products and services are the first steps to building lasting and profitable relationships. This webinar will provide you with the tools and resources – along with a tutorial of how to get started using them – to begin actively engaging with new members. Attend this webinar to learn about the essential strategies you need to know to build an onboarding and cross-selling program that will help not only improve your member relationships, but move the needle on your “products per member” number on your strategic plan!
Attendees of this webinar will be given useful resources to take back to their credit union including session handouts, a list of resources, a facilitator guide and a sample program outline.
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Cross Council Event Schedule
|ROUNDTABLE||Free for Council Members|
|SCHOOL||Varies based on program selected||Register|
|WEBINAR||$219, Council members get $50 discount||Register|
HR & OD
|ROUNDTABLE||Free for Council members||Register|
|ROUNDTABLE||Free for CFO Council members, others $219||Register|