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.Â
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.