Jeff Moss divulges the secret to member and loan acquisition in three words: Make it easy.
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.
In this episode:
1:20: Jeff’s role at Podium
2:57: “It all comes down to convenience”
6:08: How to navigate this new environment
7:40: Acquisition tools
8:49: The importance of relationships
9:44: “Digital channels are getting blown up”
11:05: Optimize the member journey
13:20: Where credit unions struggle
15:11: Lessons from other industries
19:18: Start small