Measure How Much of Your Members' Business You Control and Quantify Future Sales by Product Line

RFG’s Share of Wallet Survey measures your members' total product usage and identifies reasons why members may or may not bring future business to your credit union.

Survey Objectives

• Assess you current share of wallet

• Determine the loyalty and potential that exists within your member base

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

• Determine the value of being your members' PFI

• Quantify sales potential over the next 12 months

• Evaluate branch performance metrics

Survey Benefits

• Learn the impact your members' demographic profile has on financial service usage.

• Identify your member base that has high sales potential for loans, deposits and investments.

• Target members who anticipate obtaining financial services in the next year.

• Learn what drives member willingness to recommend your credit union to a friend or family member.