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Complimentary Resources for Credit Unions — Download

Member Profile and Discovery Tool and Publications

Thank you for requesting to download of our informative white papers and other publications as well as our useful member profiling and discovery tool. We use a Profile Tool in our member relationship building training as part of the process of teaching participants to engage members in deeper conversation and discover members’ financial needs and goals.

If we can answer any questions on use of the member profiling tool or content in the white papers, please call (858) 674-5500, ext 101 or click the Contact Us button below.