Do you know the difference between a satisfied member and a loyal member? Satisfied members are those who use only one or two of your products/services, loyal members are those that use multiple products/services and are advocates for your brand. The number one reason we hear when doing surveys is that members didn’t know a particular service was offered by their credit union, so they have that service elsewhere. If that service is a checking account or a loan, you’re missing out!
PMD Group has a solution for the member’s lack of knowledge – onboarding. What’s onboarding? It’s a series of monthly mailers and/or emails that are automatically sent to your new members. We develop a timeline and produce all the collateral, then you just send us a new member list each month. We take care of all the rest. You have an easy way to inform new members of your products and services, and members receive valuable information that will keep you top of mind for future financial needs.