Grow your membership by optimizing your lead generation channels, engaging consumers when they’re ready to act, and building relationships from the very first interaction.
Reach more people in your community by automating nurture programs, coordinating with other lead generation channels like direct mail, and helping your mortgage team enhance their partner referral program. Then, reduce the administrative burden on your teams and help them increase productivity by categorizing and prioritizing leads.
re-engagement success with members at risk of attrition.
decrease in delinquent loan payments.
Getting in front of more potential members is key to long-term growth. But volume alone won’t lead to success. You need the right messaging to demonstrate how your credit union supports their financial journey. That’s where Total Expert comes in.
Target Outbound Campaigns
Consumers have more banking options than ever before. Keep them engaged with unintrusive campaigns that deliver relevant content and educational resources until they’re ready to act.
Engaging a captive, motivated audience is the best way to drive new business, and prospective members are more likely to reach out or provide their contact information while actively searching for banking products online.
Consumers have more banking options than ever before. Keep them engaged with unintrusive campaigns that deliver relevant content and educational resources until they’re ready to act
If your teams are forced to dig through the database to figure out which consumers to engage and when to engage them, it means they’re spending less time actually engaging with them to discuss their financial needs and goals.
Prioritized Lead Lists
Take control of the lead management process, reduce the administrative burden, surface high-priority opportunities, and ensure your teams have access to the information they need to welcome more new members.
Create sustainable growth and increase loyalty with a CRM and customer engagement platform that’s purpose-built for financial institutions.
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