Image Image




Webinar: The Key to Cross-Selling & member Retention


Wednesday, April 3, 2013


Speaker:  Tim Tivis, Pinnacle Training Group


About the Program

Long-term success for your credit union is based on your commitment and ability to gain and maintain satisfied members. Studies have proven that the more products and services owned, the greater the member retention. The key to successfully adding additional products and services is often determined by how the frontline approaches the promotion process. This webinar will cover the steps toward influencing decision making in your credit union’s favor, while providing a non-threatening, highly-effective approach to cross selling. Discover how to give members the “I have no reason to look elsewhere” mentality. You will also learn the CLIENT Promotion System that will help the frontline identify and act upon cross-selling and referral opportunities. Harness the incredible power of member retention through this time-tested approach to cross selling the right way!



  • A cross-selling perspective: What are the attitudes of members and staff and how does each impact the approach?
  • Four realities to successful cross-selling and retention strategies: Four things you must know to be successful before you begin
  • The key to effective cross selling and the power of high retention: Influencing the member’s decision to choose and stay with your credit union and how this impacts long-term success

Related Files
Printable Brochure (Adobe PDF File)

Related Links
Register Now

©2005 Wisconsin Credit Union League. All rights reserved.
Site powered by iMIS.