A new resource available to Credit Union Business Owner Strategy (CUBOS) member credit unions is a case study profiling the BDC: Segmented Customer-Needs-Based Service Model. Financial services leaders often find it hard to build a sustainable customer service model while also fulfilling customers’ needs and preferences. This case study shows how BDC achieved this balance by creating one service model for customers with low needs and another for high-touch customers.
Our next webinar in partnership with Gartner is scheduled for November 30, 2021 at 11:00 am ET. Rethink Digital for High-Impact Customer Experiences in Financial Services.
The CUBOS Steering Committee is in the midst of their annual strategic planning session wherein they confirm the direction of the program for the next several years. The purpose of CUBOS is To provide an accessible and cost-effective means of credit union collaboration for the purpose of attracting and retaining business growth, delivering value for business owners and the credit unions that support them.
Copies of the detailed strategic plans for the next several years will be shared in draft with member credit unions for input in late December. Invoices for the 2021 subscriptions will be emailed to member credit unions later this month.
For more information about any of the items in this week’s update please contact CUBOS.