CRM in Credit Unions: Better Member Insights Lead to Better Business Results

This report highlights how savvy credit unions use CRM to ensure loyalty, increase cross-sell / up-sell revenue, and grow overall engagement.

Credit unions thrive on meeting and exceeding member needs. This helps ensure member loyalty and trust, raise brand awareness, and grow the organization by adding more members. Insight into the needs and behaviors of current and potential members is crucial for credit unions to achieve these goals. Between January and February of 2019, Aberdeen surveyed 164 organizations regarding their customer experience (CX) programs. Participants were from companies across all industries. The findings in this report will highlight how these cross-industry CX best practices translate and apply to credit unions.