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6 ways to build a better onboarding program

first_img ShareShareSharePrintMailGooglePinterestDiggRedditStumbleuponDeliciousBufferTumblr Research has shown time and again that a consumer’s lifetime profitability and value is determined within the first 90 days of their relationship with the organization. For credit unions, this time frame is ideal for uncovering needs and building the type of relationship members will talk about.I’ve been a part of the credit union movement for more than a decade and have seen what works, and what doesn’t, when it comes to building solid relationships. I joined Callahan & Associates as a client engagement specialist nearly one year ago and have since worked to implement a successful onboarding program. Now, I’m taking that knowledge — as well as research I’ve combed from inside and outside the industry — on the road … or, really, online … with “6 Ways To Build A Better Onboarding Program.”What did I miss? What would you add? Leave a comment below.1. Start With Key Performance IndicatorsWhat does a “successfully onboarded member” look like at the credit union? Onboarding, which is essentially relationship-building, can be difficult to quantify. Many organizations use metrics such as loan penetration as a key performance indicator (KPI) for measuring success, but there are pros and cons to that. After all, what if the new member isn’t ready for a loan? continue reading »last_img read more

Gage Anthony Allen Rogers

first_imgGage Anthony Allen Rogers, 19, of Batesville, Indiana, passed away Saturday January 12, 2019 in Harrison, Ohio.He was born June 15, 1999 in Batesville, IN, son of Shannon Rogers and Amber (Caseltine) Rogers.He was a 2016 Graduate of Batesville High School.Gage played guitar and was in the Boxhead Monkey Band. He liked to write music and a few weeks ago he had his first solo show at Legends Bar & Venue in Cheviot, Ohio. He enjoyed camping and fishing, and especially time with family.Gage is survived by his parents, Shannon Rogers and Amber Rogers(Larry Tanksley), maternal grandparents, Beverly (Terry) Lacey of Aurora, IN; siblings, Zachary Rogers of Manchester, IN, Alec McAdams of Covington, KY; nieces, Brylee & Charlotte Rogers; many friends.Friends will be received Monday, January 21, 2019 from 4:00-7:00 pm at Rullman Hunger Funeral Home.Memorial Services will be held at 7:00 pm at the funeral home.Contributions may be made to the Honor Flight. If unable to attend services, please call the funeral home office at (812) 926-1450 and we will notify the family of your donation with a card.Visit: www.rullmans.comlast_img read more