New year, new sales approach: Fresh tactics for credit union growth

3 credit union sales tactics for 2024

It’s fair to say that the key to credit union sales is empowering the member. When they feel in control, they are more likely to close deals – open memberships, loans, checking accounts, etc. What has changed, however, is redefining our approach as credit unions.

Our pursuit demands new avenues to connect with prospects –  forging bonds that extend beyond the transactional to the relational. Today, we have a more informed buyer who is in control of the information they consume and have high expectations for transparency and value.

So, the questions become:

  • How do we keep informed buyers engaged?
  • How do we make it easy for prospects to find us?
  • How can we stay up to date with our members’ trends and preferences?

 

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