Pillar 1: Client Analysis

Plane on Runway
  • Know which segment every client or any prospective client falls into

  • Understand the significance of each segment and how it impacts your business

  • Attract more high value clients by actively focusing on this group of clients

  • Identify mid-tier clients with potential who you can target to become high value clients using a methodical process covered later in this program

  • Identify lower-tier clients who may be better served by other financial representatives within the Credit Union to make better use of your time

Clipboard