Jeff Moss

PODCAST: Convenience first

Improve member and loan acquisition by removing barriers.

October 15, 2021

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.

You can listen to the CUNA News Podcast in Apple Podcasts, Google Podcasts, Spotify, and Stitcher Radio.

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