Q&A Forum - Is Member Service a Differentiator or an Expectation

August 20, 2019

Online Course

This event is FREE for Unlimited and Unlimited+ Members.

Your Price:
Nonmember
$99.00
CUES member
$49.00

Tuesday, August 20, 2019
12:00 p.m. Central Time

Presenter: Doug Macias, Principal Consultant, Revenue Path Group

Q&A Session

This Elite Access virtual Q&A session offers you the chance to hear from a subject matter expert while engaging in discussion and learning from your peers by sharing successes and challenges.

The session will offer insight into aspects of member service, facilitating discussion and thought on how you can drive member service within your credit union. Attendees will be asked to share their own insights and will be able to ask questions.

Upon registering for the session, attendees will receive topics and questions to consider help prepare for the session.

Attendee Takeaway

Excellent member service needs to be about digging deeper into what the true needs of your members are, and not just knowing their names and smiling. It's critical that you place your CU as the solution to those needs because your being out tech'd, out marketed and out branched. When interacting with your members it all needs to start with the right message. It’s not about the products and services you offer, but about you meeting them where they are.

Key Points to be Covered

  • Point 1 - Member service is an expectation, not a differentiator
  • Point 2 - Member connection is greater than kindness or speed/efficiency of service
  • Point 3 - The right message places the credit union as a solution to member needs

About the Presenter:

Doug MaciasDoug Macias
Principal Consultant
Revenue Path Group

Doug is the Principal Consultant for RPG (Revenue Path Group), helping credit unions not only to survive, but thrive.

Having over fifteen years of experience, in the credit union industry, Doug worked the teller-line to CEO, in Illinois, Field Representative for the Missouri Credit Union Association and most recently, Sales Executive for CUNA Mutual Insurance Group in Indiana.

Doug’s experience, combined with the solutions of the Revenue Path Group provides consulting for credit proposing what they must do in-order-to maintain a viable financial institution, while securing the future for their credit union.

In addition to his one-on-one work with credit unions, Doug continues to address credit union audiences, delivering his overall enthusiasm for credit unions and their need for keeping-up with changes.

In his free time, Doug enjoys golfing, spending time with family or just a day to gather his thoughts.