Make Switching Easy
How can you help new members make the switch to your credit union? And once there, how do you inform them about all the services and products you have?
The answer is switch kits. An easy solution that gives members the tools to make switching financial institutions as easy transition. The switch kit will help members gather all the information they need, and help with questions about contact information for all incoming and outgoing transactions. It should give a place for the member to list payment due dates, with the time frames of payments and deposits. Basically, it should be a resource for the credit union with places for their specific account information to be filled in.
Having a switch kit included with the welcome package when an account is first opened is a good step in gaining members for life.
by Loretta Nevers