How to onboard indirect lending members
The indirect lending landscape is changing rapidly. Learn how to use technology to welcome indirect members immediately and meet their needs — from the very start of your relationship.
Credit unions are known for being member-centric and community focused, and they need to deliver on that promise even when members join indirectly. This on-demand webinar explains how.
Watch the webinar to see how Cobalt Credit Union leverages its CRM to welcome indirect members, capture their attention and introduce them to member benefits. Through Cobalt’s story, you’ll learn how to capture key insights about indirect members to:
- Tailor marketing materials.
- Decrease first payment default and collateral protection insurance (CPI).
- Detect fraud and/or future collection issues.
- Evaluate members’ experience with dealers.
- Increase cross-sell opportunities for loan and deposit products.
This session includes an overview of Salesforce CRM products that support indirect onboarding, a brief product demo and an insightful discussion about indirect onboarding.
