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.