You know your members are not giving you all their business but where do you start? To whom are your members paying their mortgage payments? Who is getting your member’s insurance premiums? With whom are your members investing? Isn’t it frustrating not knowing who to target for additional business because you don’t know where they are spending their money? Need some more focused information on opportunities to feed your Retail Sales Team in your branches or call center? Do you have business partners that could be more efficient at getting your member’s attention if they only knew where the members spent their money? Do you want more:
- Car loans
- Mortgages
- Credit Cards
- Private Student Loans
- Insurance referrals
- Investment referrals
Have you found that Where Your Members Borrow limits you to just data on your Loan Applicants/Borrowers which often only represents a small portion of your adult membership? This uses Where Your Members Shop to identify many businesses that are sucking your member’s funds out via ACH. Note the labels that identify mortgage payments, credit card payments, student loans, insurance payments, investment companies. Combine that information with queries to obtain a payment pattern over time along with demographic information your Marketing and Retail departments will use.
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