SE.2019.5 Keep the Connection: Developing Your Credit Union's Profile

Special Events Training

Summary

Keeping our connection to our clients is paramount to our shared success. The information in the customer database assures that the most current information about your credit union is communicated and shared with those who need to remain informed.

During the conference learn about CU*BASE Tool 1008, how to update your profile and how CU*Answers utilizes this data to effectively connect to the people inside of your credit union. 

Audience

Credit union executives and managers

Topics

  • CU*BASE Tool 1008
  • Credit Union Profile - Online Form
  • Value of connecting to relevant people inside of the credit union at relative times.

Course Schedule

Future times and dates are to be determined.