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Members for Life: Creating an Effective Member Retention Plan

Registration Options & Pricing

Please select your membership status.


Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
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According to many studies, it costs seven times more to attract new members than it does to retain existing ones. A 5% increase in membership retention can generate up to 125% in additional profits, so one of the most cost-effective ways of growing your credit union is to retain your current members. Yet most credit unions spend very little time or resources on member retention. During this webinar, you will learn effective strategies to turn your members into members for life and grow your bottom line.

Recorded Thursday, September 3, 2015

Continuing Education: Attendance verification for CE credits upon request

HIGHLIGHTS

 

  • Keys to building an effective member-retention plan
  • Importance of making a great first impression during the account opening process
  • 90-day onboarding plan
  • How to develop a consistent membership touch plan
  • How to identify possible membership attrition

  • TAKE-AWAY TOOLKIT
    • Membership experience overview
    • Account opening checklist
    • Switch-kit samples
    • 90-day onboarding plan
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

WHO SHOULD ATTEND?

This informative session will benefit marketing directors, sales managers, member service representatives, frontline staff, and lenders.

PLEASE NOTE

Webinar content is subject to copyright and intended for your individual financial institution’s use only.

MEET THE PRESENTER

D&B Marketing Group
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