WEBINAR: Build and Retain Primary Financial Institution Status
GreenProfit Solutions, Inc.
Supporting your credit union mission through revenue growth solutions and education
Retain & Build Primary FI Status - A Webinar
Being the primary financial institution (PFI) for your accountholders is a growing challenge.?There are so many banking options available for people (especially app-based), and they are eroding your relationships. This is hitting community financial institutions especially hard. Most worrisome is how many FIs are either unaware or in denial of it happening!
Why?
Because they don’t have the analytics to identify primary and departing relationships.?And of the institutions which see this data, few have a product lineup and strategy to retain and excite those accountholders, and no access to the?sustainable revenues?that come with it.
That’s why I suggest sharing 45 minutes on Wednesday, September 28, 2 p.m. ET,?to join StrategyCorps partners Dave Crook and Mike Branton for their?Bye Bye Primary FI??webinar.
What to expect:
I look forward to seeing you!
All the best,
Joe Winn
President - GreenProfit Solutions, Inc.