CUInsight's Greg Michlig is joined by Har Rai Khalsa, CEO, Co-founder at Swaystack for a quick 3 question interview about the first 30 days of membership and why they matter most...
Three questions:
- (0:44) Most credit unions focus heavily on acquiring new members. Why do you believe the real challenge starts after the account is opened?
- (2:45) You’ve said that onboarding is often fragmented across retail, marketing, lending, and digital teams. What impact does that disconnect have on long-term member relationships?
- (5:01) What are the key behaviors in the first 30 days that determine whether a new members becomes a primary financial relationship?
Click here to learn more about Swaystack!
