Jeff Moss divulges the secret to member and loan acquisition in three words: Make it easy.
“You have to make those experiences incredibly simple and be readily available to help people through those processes,” says Moss, area vice president, financial institutions, for Podium.
It all boils down to convenience, he says, no matter what part of the transaction the member is in.
In this episode of the CUNA News Podcast, sponsored by Podium, Moss examines how to spur growth through member and loan acquisition, challenges in doing so, how to optimize the member journey, lessons from other industries, and more.
Credit Union Magazine’s Summer 2023 issue highlights the lending outlook for the rest of the year, how credit unions leverage fintech companies to boost digital lending, the power of lending partnerships, common Bank Secrecy Act violations, and the shift board members must make when becoming chair.
