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The Financial Check-In: Get Personal With Your Lending Marketing

Thu, Dec 19, 2013

Madison, Wisconsin

By Karim Habib
Personal, one-on-one service is a cornerstone of the credit union brand. But not enough credit unions extend the personal touch into their lending marketing. Mass marketing, such as media ads,treats all members the same. Get personal with your lending marketing— it’s the best way to know you’re offering members what they really need, especially in a changing technological environment with social media and mobile banking. A great tool for establishing a direct link is the “financial check-in.”
Every credit union defines its own version of a financial check-in, depending on its member profile and its staff’s capabilities. Credit unions with successful financial check-in programs, however, tend to do most of these things. Click here for the full list.