Complimentary Resources for Credit Unions

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Check the boxes for the tools you’re interested in. After you submit your request a new page will load with links to the tools selected. If you request the complimentary coaching call, please remember to enter your phone number at the page bottom and we’ll contact you.

This 45-60 minute call will help you assess what your credit union needs to do to strengthen relationships, build loyalty and grow business with existing members. You may also invite another senior colleague.

An abridged version of a structural tool from our Building High Definition Relationships® training program used to capture critical member information, enable staff to better manage the member relationship and pre-call plan future contact with the member.

  • The Banking Relationship Management Experience – A Strategy for Becoming a Trusted Financial Partner and Increasing Revenue and Profitability summarizes credible research on how building better relationships with members can turn them into advocates for your credit union.
  • Financial Wellness – Are You Missing a Growth Opportunity? A recent Gallup survey of 11,809 adults clearly demonstrated that consumers want credit unions to improve their financial well-being, not just sell them products. What they are looking for is a trusted financial partner – not a sales person. Is your staff diagnosing for financial wellness or just selling isolated products? In this blog post, learn what you can do to take advantage of the growth opportunities in improving your members' financial health.