Roundtable Event

New Member Onboarding - You've got them, now what do you do?

08.02.2016 - 08.02.2016 (M & BD)

1pm CT Online via Adobe Connect

Watch the Video
 

Download the Slides
 

Additional Q&A from the session

 

The Marketing & BD mind often focuses on the acuisition phase of the member lifecycle.  But with that new member in hand, do you have a plan to to engage, grow, and maintain grow that relationship?  

Join our panel of credit union experts as they share the tools and strategies they've used to build a strong member onboarding program.  Come hear more about:

  • Workflows, metrics and messaging
  • Products & service stats and how to define success
  • New member segmentation to maximize onboarding efforts
  • Inside sales as a function of onboarding
  • Sample marketing pieces for onboarding

Our Credit Union Speakers:

  • Sandi Carangi, CEO of Mercer County Community FCU
  • Royce Ngiam, AVP Marketing of Partners FCU
  • Josh McAfee, VP Marketing of  Leaders Credit Union   

 

March

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
03.01.2016
CFO
 

Thomson Reuters Tools and How to Use Them

ROUNDTABLEFree to Council membersRegister
 
 
03.02.2016
LENDING
 

Loan Reaffirmations in Chapter 7 Bankruptcy webinar

WEBINAR$219, Council members get a discountMore Info
 
03.16.2016
LENDING
 

Creditors D-I-Y Guide to Bankruptcy Proofs of Claim webinar

WEBINAR$219, Council members get 10% offMore Info
 
03.24.2016
O & ME
 

From Manager to Coach: Building a Sustainable Coaching Culture

ROUNDTABLEFree for Council members 
 
03.24.2016
HR & OD
 

From Manager to Coach: Building a Sustainable Coaching Culture

ROUNDTABLEFree for Council membersRegister
 
 
03.29.2016
LENDING
 

Lower Credit Score Auto Loans - Good for Members, Good for the Bottom Line webinar

WEBINAR$219, Council members get 10% offMore Info
 
03.30.2016
LENDING
 

Lenders, Third Party Vendors and BSA Compliance webinar

WEBINAR$219, Council members get 10% offMore Info