Enhancing your wealth management program’s digital presence

5 tips to help members with their investments and insurance needs during Financial Planning Month

This is the third in a three-part series to help prioritize issues facing credit union leaders, offering actionable tips to help grow your Wealth Management department. 

In today’s digital age, there’s never been a better time to expand your reach and promote your wealth management services to a broader audience. Through your website to social media and your digital banking to mobile app experiences, you can enhance your digital presence to stay in front of members and connect with potential clients seeking expert financial advisory and wealth management services.

In our conversations with credit union executives, promoting wealth management across digital channels is a common theme, particularly the credit union website as it’s often the first point of contact for potential clients.


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