Problem:
For credit unions to continue their growth, they need long-term members who take advantage of
multiple products and services. When a member leaves at loan closing or after a campaign, the credit
union is tasked with finding and onboarding new members. Financially, this causes a strain due to the
rising costs of onboarding new members. While there has been success in gaining membership,
there has been a challenge in sustaining long-term members, which causes overall membership
stagnancy or decline over time.
Innovative Solution:
Conversion Concierge is different from any other member engagement and onboarding process. The
unique experience will convert members into multi-product or service households seamlessly. The
process puts no added strain on credit union operations or workload.