Wednesday
Mar 31
2021

The Top 10 Reasons Consumers Leave Their Financial Institution

Registration Options & Pricing

Please select your membership status.


Recorded Webinar Includes

  • Recording of the Live Webinar
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • 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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This is a 90-minute webinar.

9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Why did that accountholder leave your financial institution? Which “pain points” were the culprits? How many households are unhappy – or have already decided to switch? Join us to learn the latest results and demographics from the world’s largest banking survey.

IN THIS WEBINAR YOU WILL LEARN:

  • How many US households are currently switching financial institutions?
  • How many additional households are unhappy and might leave soon?
  • How has the pandemic affected switching?
  • What primary pain points cause people to leave?
  • What marketing message will win the market share in play?

WEBINAR DETAILS

Get an exclusive first peek at the very latest Rivel Banking Benchmarks, the world’s largest banking survey.  It is conducted with over 200,000 consumers from over 3,000 US banking institutions.  Learn what consumers say about their institutions regarding:

  • Member service elements, including responsiveness, friendliness, staff training, proactivity, etc.
  • Technology components like online banking, ATMs, call centers, mobile apps, etc.
  • Policy decisions, including rates, fees, personal data safety, etc.

This webinar will focus on the elements that are making households unhappy enough to switch and will show the differences by area (region, state, and locality) and demographics (millennials, high income households, women, etc.).  If you are interested in gaining more members or learning what your accountholders really think of you, this will be a very productive webinar for you.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session is designed for leaders in marketing, sales, and retail banking, and leaders tasked with growing market share.

TAKE-AWAY TOOLKIT

  • The local ranking on one key consumer metric for any attendee from an institution covered by the Benchmarks
  • Employee training log
  • Interactive quiz

DON'T MISS THIS RELATED WEBINAR!

"Survey Says! The Top 10 Reasons Businesses Move Their Accounts"
Wednesday, August 25, 2021

 

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

Rivel, Inc.

We provide credit union webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on credit union education and online training opportunities, join our mailing list.