The latest from Whitney Loe

Nov 9, 2021 - by Whitney Loe, Ignite Sales

CRM systems are a great investment — but you’ve got to “feed” them well!

Considering an investment in a customer relationship management (CRM) technology at your credit union? Smart choice! CRMs can be an invaluable tool that allows you to tap into member and ...

Aug 13, 2021 - by Whitney Loe, Ignite Sales

Step 3: Find the courage to put your ‘Path to Primary’ into action

You’ve already learned the first two steps in the path to primary, now let’s tackle the most critical one of all: Finding the courage to act. (Step 3 ...

Jul 20, 2021 - by Whitney Loe, Ignite Sales

Step 2: When it comes to member engagement, one size doesn’t fit all

Learn how a personalized approach to member interactions—especially those that happen in-branch—can help put you on the path to primary. (Step 2 of our three-part series). Fewer than ...

Jun 10, 2021 - by Whitney Loe, Ignite Sales

Step 1: From order takers to change makers

Only 24% of current credit union members see their credit union as their primary financial institution. Want to change that? Here’s the first in a three-part series to make ...

May 18, 2021 - by Whitney Loe, Ignite Sales

Chatbots are the rage with credit unions, but can they do it all?

Integrating a second fintech solution meant wish granted for Royal Credit Union Chatbots are an increasingly popular credit union tool. They are a cost-effective, member-friendly way to provide access to ...

Mar 17, 2021 - by Whitney Loe, Ignite Sales

When to SWIPE RIGHT on a fintech partner

The closed branch lobbies and shelter-in-place directives of this past year put every credit union’s digital transformation efforts on hyperdrive and drove member trial of digital services. A 2020 ...

Feb 16, 2021 - by Whitney Loe, Ignite Sales

You say you want a home? Oh, have I got a car loan for you!

While cross-selling isn’t a term credit unions use too often, isn’t that what is happening when members ask for one thing and get offered another? In order for ...