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Credit Unions

Acquire, onboard, retain new members

In choosing a credit union, consumers consider quality interaction more important than product features – and even price. And because quality interactions are also the greatest contributor to member loyalty, superior member experience is critical to acquire and retain profitable new members. Explore the four keys of SourceLink's winning member experience-based marketing...


  • New Member Aquisition

    You don't need just any new credit union members – you need new members who will both open and actively use their deposit accounts. The key is first identifying the right prospects for long-term, loyal relationships. SourceLink's proven Account Generator System® (AGS) defines the right segmentation schemes to match your credit union's product offering, reduce your cost of acquisition

  • Getting Members Safely Onboard

    Numerous studies show that attrition rates during the first 90 days are up to two times higher than attrition on accounts six months or older. Clearly, a new account's first three months make up the loyalty and cross-sell tipping point – and that's why onboarding programs are fast becoming a member experience standard in the new account process.

  • Connecting with Member Insight

    Almost 75% of cross-sell activity in a new member relationship takes place in the first three months. CrossLINK provides the member insight to guide your communications and branch interactions to the best next purchase to enrich the member experience and grow member value in this critical stage.

  • Credit Union Statements

    For increasing credit union statement efficiency and creating a better member experience, SourceLink offers automated data processing, intelligent inserting barcodes, SAS 70 Type II certified data security, member statement reformatting, and custom formats.
Credit Union new member acquisition
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