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Leveraging the Power of an Outbound Team for Year-Round Member Engagement

Leveraging the Power of an Outbound Team for Year-Round Member Engagement

by Nick Brown | Nov 5, 2024 | Outbound Call Center

For credit unions, fall is a time of planning, reflection, and forward momentum. As we set new budgets, redefine goals, and envision upcoming projects, it’s also the ideal season to consider initiatives that deepen member relationships and open doors to new growth...
Shut Down Indirect Lending if Your Credit Union Isn’t Doing This

Shut Down Indirect Lending if Your Credit Union Isn’t Doing This

by Nick Brown | Jun 27, 2024 | eLending, Outbound Call Center, Sales Training

Indirect lending has been a critical component to the credit union industries’ domination of the auto lending market. Credit unions with indirect programs have experienced consistent double digit loan growth with a rich supply of new members who may have otherwise...
Maximize Loan Fundings with These 3 Improvements

Maximize Loan Fundings with These 3 Improvements

by Nick Brown | Sep 14, 2023 | eLending, Leadership, Loan Recapture Sales, Outbound Call Center, Sales Goals

Credit unions create revenue from many different sources such as non-lending product and service sales, fees, and investments. However, lending is by far the primary source of income for any financial institution. All financial executives know this. But for many...
The 5 Best Outbound Call Lists Right Now

The 5 Best Outbound Call Lists Right Now

by Nick Brown | Aug 10, 2021 | Outbound Call Center, Sales Training

****As seen in CU Business Magazine in June 2021.***** I started making outbound sales calls to members when I joined our credit union’s outbound call center, in March of 2006. This was a brand-new team for the credit union, and I was one of the first outbound agents...
5 Tips for an Outbound Calling Initiative at Your Credit Union

5 Tips for an Outbound Calling Initiative at Your Credit Union

by Nick Brown | Dec 19, 2018 | Outbound Call Center

Recently, I attended a credit union conference and had the opportunity to sit in on a class about outbound calling. The discussion focused on how to better engage new, indirect members through outbound calling initiatives and drive additional products and services,...

4 Tips to Optimize Your Onboarding Call Initiative

by Nick Brown | Oct 17, 2017 | Loan Recapture Sales, Outbound Call Center, Sales Goals

**As seen in CU Business Magazine** When it comes to a new financial need, who do your members and prospective members call first? If it’s not your credit union, then you’re getting it wrong. If you want to stay on top of mind with members, these four tips...
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