Since we just discussed educating your clients, we figured now might be a good time to tell you that PMD has a solution for that. It’s called Member Onboarding. Basically, it is a series of mailers that PMD Group will design for you and for the first few months after joining your credit union, members will receive information in the mail about all the multiple products and services you can offer to them! Onboarding referrals can be especially beneficial for new members. We organize the info in an easy to read format, and automatically send the series each time you send us a new member list.
The next time your member needs a little help financially- we want to make sure that YOU are the first thing that comes to their mind.