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

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

Survey Objectives

• NEW:  Determine levels of engagement among your member base

• Examine the Gen Y segment and all generational segments

• Evaluate the competition by institution type

• Develop your social media strategy

• Explore member loyalty through the RFG Loyalty Index and financial performance

• Determine the demographic profile of your member base

• Provide a proven and effective segmentation scheme

• Identify service quality improvement priorities

• Rank the importance of service attributes to your members

• Determine the product sales potential in your member base

• Evaluate member loyalty for future business

• Assess you current "share of wallet"

• Evaluate member advocacy

• Determine the "value" of being your members' PFI

• Analyze channel usage and online banking enhancements

• Determine your channel control ratios

• Examine the mobile banking market

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.