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Consumer/Member Data

1. Balancing Member Service with Organizational Efficiency

   • Joseph Prunty, CEO, CorePROFIT Solutions
   • May 9, 2012 No Comments
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   The credit union business model may not be as simple as others. But the profitability principle is the same: Cut your own costs, or gently charge more.

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   categories » Consumer/Member Data, Life Cycle and Evolution of Credit Unions, Strategy

2. Customizing Consumer Choice in Financial Services

   • Professor Punam Keller, Tuck School of Business, Dartmouth College
   • Apr 13, 2011 2 Comments
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   VIEW THE ‘LUNCH WITH ED’ SESSION BELOW

   NEWS FLASH: Consumers are not rational. They will not always choose credit union services, even if they should. Neither will they search out good information, evaluate their options and then select the best choice. So should we throw up our hands? No. Dartmouth’s Punam Keller explains.

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   categories » Consumer/Member Data, Marketing, Consumer Behavior and Market Research, Strategy

3. Big, Small, or Online? Young Adults’ Evolving Financial Preferences

   • Rob Rubin, CEO, Facilitas and forword by Ramit Sethi, Author of I Will Teach You to Be Rich
   • Nov 3, 2010 1 Comment
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   Does your Website double as a ‘sales prevention tool’? If so, you need to fix that … and soon. Researcher Rob Rubin uses a 1,400-response survey to tease out the preferences online consumers, particularly young adults, harbor for their financial relationships. Learn why ‘good service’ often simply means ‘suitable’ electronic service and how to prioritize your focus not just in online attraction but in online retention and engagement.

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   categories » Consumer/Member Data, Technology, Young Adults and Families