One easy way to get loyal members to leave your credit union

Mood or mode?  Did you know both words share the same root word? Modality.

modality is the way or mode in which something exists or is done.

I point this out because it’s impossible to take your member where you want them to go until you first meet them where they are. And where they are is in one of two different moods, or modes, of shopping:

Transactional or relational mode

While we operate in each mode at different times, we tend to choose our mode according to the category in which we’re making a decision.


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