Evaluate the Key Factors for Credit Union Growth:  Member Potential, Member Loyalty, Share of Wallet, Service Delivery and Target Marketing

RFG's CEO Member Survey will help you improve service quality, increase marketing efficiency and leverage member potential and loyalty to drive sales.

Survey Objectives

• NEW: Explore correlations between the RFG Loyalty Index and financial performance

• NEW: Evaluate member advocacy

• Identify service quality improvement priorities

• Quantify percentage of your member base offering high potential for future sales

• Profile your members by delivery channel use with the credit union and with the competition

• Identify why some high potential households may not plan to bring you their future business

• Asses you current share of wallet

• Determine the demographic profile of your member base

• Determine the value of being your members' PFI

• Quantify sales potential over the next 12 months

Survey Benefits

• Strategic and tactical opportunities to help improve sales, service quality and performance.

• Proven sampling methodology.

• Unique data "weighting" process ensures accuracy

• Comprehensive benchmark data against which you can evaluate your performance.

• Identifies competitive advantages and opportunities for improvement.

• National research experience provides basis for evaluating member preferences.

• Unique targeting matrix ties product demand with segments in your MCIF system.