Best Practices to Increase Retention

Attend a FREE webcast brought to you by CUNA Strategic Services and Digital Insight

November 19, 2009
2:30 p.m. Central Time
(3:30 EST, 1:30 MST, 12:30 PST — Confirm the relative time in your area by visiting www.time.gov)

About this Webcast:

Up to 30 percent of new members/customers leave during the first year. This session will provide you with onboarding best practices to use within the first 90 days of an account opening to foster loyalty, such as online bill payment. You'll discover onboarding and cross selling strategies that work to establish a strong relationship that is difficult to sever. Topics include:

• Right message. Right time. Right channel.
• Incentives to add that are easy
• Help customers/members achieve financial goals

Who Should Attend:
Credit union operations and marketing managers and CFOs. This webcast is open to all credit unions, regardless of affiliation.

Instructor:

Erika Teola, senior manager, Internet banking and bill pay marketing strategy at Digital Insight, an Intuit company. Erika is responsible for defining strategies to help Digital Insight clients acquire active Internet banking and bill pay users. In her nine years at Digital Insight, she has worked as a senior communications manager and director of customer service and support services. Before joining Digital Insight, Teola worked for Fidelity Federal Bank for 10 years, managing customer service and training. She has over 19 years of experience in financial services.

November 19, 2009

If you have questions, please contact Brenda Halverson, CUNA Strategic Services program manager at 800-356-9655, ext. 4110.