How to get customers forPersonalized Member Services

Where to find credit union managers in order to convert them to customers

The idea that helps Credit Union Managers

Credit Union Managers want to increase member retention. However, they can't get it because they struggle with analyzing member feedback and preferences to tailor services.

Therefore, they need to use your solution, e.g. MemberConnect.

Personalized Member Services : An advanced software solution that analyzes member feedback and preferences to offer personalized services and increase member retention for credit unions. Of course it is much better than the stuff from MemberInsight, or UniServe!

How to find Credit Union Managers

You can get insights about the pain points of credit union managers if you listen to them carefully, either in person or online. Listening online is much easier because you need not ask them for a customer interview but you can observe them talking about their problems, out there in their natural habitat. They won’t even notice that you are there, watching and listening to them.

The process, step by step

One process that we can totally recommend is this:

  • Find out where credit union managers hang out (Reddit, Mastodon, etc.)
  • Read what problems they talk about, and how urgent they are to them. (Did they try any solutions, yet? Did they spend money on anything, yet? Did they even cobble a homegrown solution together?)
  • Enter the conversation: Help them with tips, ask more about their situation and why they are in pain.
  • If you find recurring questions or pet peeves of credit union managers, create some helpful content for them (e.g. a blog post, a podcast episode, or a video) and share it with them for free, in the same conversations. They will be delighted.
  • At the end of the blog post, invite them to use your solution: Personalized Member Services.

I described the process here in my blog post: Identify a hungry audience.

If you do this manually, it may take you hours each day. Automate it, with a little help from the AI in CustomerPing!

Step 1 to find credit union managers

To get started, edit the values in the following 3 input fields and click “Search credit union managers”.

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find credit union managers and their pain points in online forums on the internet.
  • With one click, you can search for each keyword phrase right away.
  • CustomerPing will present the search results to you.
  • If you think that one of those results looks like credit union managers wrote it, you can create a “customer radar station” on the forum where the post came from.
  • You describe what makes a post relevant to your business.
  • CustomerPing will “ping” you 24h a day, whenever credit union managers complain about their pet peeve: They struggle with analyzing member feedback and preferences to tailor services.
  • Good for you because this is something that you can solve with personalized Member Services, right?

What to do when you get a “customer ping”

When such an alert appears on your mobile phone, you simply tap on it and join the conversation in the online forum.

Help credit union managers to reach their goal: To increase member retention.

They will get to know, like and trust you. Eventually, they will buy your solution: Personalized Member Services.


FinanceCredit UnionsPersonalized Member Services

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