Ideal Credit Union: Identifying and Maintaining Primary Financial Relationships
RECORDED ON AUGUST 29, 2023
Ideal Credit Union: Identifying and Maintaining Primary Financial Relationships
Credit unions want to be there for all of their members, and sometimes that means cultivating profitable primary financial relationships. Ideal Credit Union wanted to launch an initiative to increase their PFRs by focusing on identifying and retaining profitable members. Alisha Johnson, Ideal Credit Union’s Chief Growth Officer, will discuss how Ideal Credit Union combined marketing strategies, data and technology, and a people-over-profits mindset to retain and deepen relationships with contributing members.
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