Five ways to use guided selling to enhance your credit union website – CUInsight

Using great service as a leading performance measure helps ensure that Seven Seventeen Credit Union front line employees focus on the member. This focus on service to the member drives sales results. In a challenging market in Ohio, the credit union had a deposit growth of 5.5% and real estate loan growth of 6.6%

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In addition, the firm created a new logo and tagline and a full range of identity and marketing materials highlighted by a new website. The recently launched. roots and core beliefs that have.

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By using a digital playbook, your bank’s representatives can interact with the customer via automated, guided selling. This enables them to automatically find the best products for the customer and engage them in a consultative manner.

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Improving Your Credit Union’s Online Presence. So, having a mobile app or an up-to-date website could increase your credit union’s chances of capturing members in these markets.

3. Create a Plan to Improve Your Credit Score. If your credit report information is accurate, but you know what you did wrong and want to work to improve it, you can make an action plan using your free account, and see how that plan impacts your credit scores over time. You can even get tips on what your problem areas might be.

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Credit union sales managers should group members based on which products and services they may need. This practice not only gives the credit union a more realistic goal for each product and service, it also makes cross selling more effective by avoiding the one-size fits all, "you want fries with that?" approach.