Credit union infographic

Five steps to give one-product members a second reason to stay

A practical guide to building stronger member relationships with the people you already have.

Bringing in new members is only part of the equation. For credit unions, long-term growth also depends on turning single-product members into deeper relationships.

But knowing which members to reach, what to offer them and when to make that offer can be a challenge, especially when you’re working with thousands of members.

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How to fix the leaks

This infographic breaks down five steps your team can use to identify single-product members, spot opportunities to grow those relationships and measure what’s actually working.

  1. Step 1 · Audience

    Find your single-product members

  2. Step 2 · Patterns

    See what members open next

  3. Step 3 · Readiness

    Figure out who’s ready for another product

  4. Step 4 · The offer

    Make one relevant offer at the right time

  5. Step 5 · Measurement

    Count accounts opened

The top of the infographic, with the steps blurred Get the full infographic

Related resources

Give one-product members a second reason to stay

Download the infographic to explore the five-step approach and see how your credit union can put it into practice.

Get the infographic

Your infographic is ready

It’s a one-page PDF you can save or share with your team.

Open the infographic (PDF)