Starting Your Business Services Program...And Doing It Right

Archived Webinar

Starting Your Business Services Program...And Doing It Right

May 27, 2015

Once your plan for offering business services is in place, the real work begins. How will the products work within the core system? How will you price the products you plan to offer? Developing policies and procedures, staff training and targeted marketing will also be essential to long-term success. Join CU Business Group CEO, Larry Middleman, as he outlines the major milestones to put all the pieces in place for a successful business services program at your credit union.

We’ll help you answer the following key questions and more:

  • What’s my work plan?
  • What does my staff need to know?
  • How do we set up products?
  • Do I need to hire someone or can I use staff already at the credit union?
  • What are program best practices?

 

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