From New Account to Lasting Relationship

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By ADVANTAGE

A new checking account is an important win – but the real opportunity comes after the account is opened. For credit unions, the first 90 days can reveal whether a new member is actively engaging, building habits, and beginning to see the institution as their primary financial partner.

This infographic highlights five early indicators that can help credit unions better understand relationship momentum, identify signs of drift, and focus follow-up efforts where they can make the greatest impact. Download the infographic to see what to watch for in the first 30, 60, and 90 days after account opening.

Connect with ADVANTAGE to learn more.

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ADVANTAGE

ADVANTAGE, powered by JMFA, is dedicated to empowering financial institutions with strategic solutions for growth and success. Our comprehensive services include overdraft program consulting and compliance, checking account acquisition strategies, contract negotiation expertise, and consulting for technology strategy, evaluation and selection. With a rich history of serving credit unions nationwide, we are committed to delivering exceptional value and fostering long-lasting partnerships. Choose ADVANTAGE, to elevate your performance, identify new opportunities, and build more value.

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