
Drive Credit Union Growth and Improve Member Retention!


12-Month Survey Roadmap
A year’s worth of credit union survey ideas!
Credit Unions that Use LiveSurvey
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Keep in touch with the voice of the member by inviting real-time feedback and connection. Identify areas of concern early before they become member experience issues.
Powerful sales tool: referral-based templates can drive products-per-household initiatives. More cost-effective than “Secret Shopper” programs.
With no limit on the number of users, you can share the dashboard across your entire organization. Survey data is critical to driving member satisfaction.
Increase your reach with younger generations:
Send responsive digital surveys.
Capturing negative feedback before it goes public. Nudge your biggest fans to leave reviews where it counts.
A year’s worth of credit union survey ideas!
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Surveys are an incredible way to keep in touch with your members. That makes them an indispensable part of any credit union’s member experience program.
This 12-month survey roadmap will walk you through one year of surveys, including:
• Benchmarking
• NPS and CES questions
• Transaction surveys
• Using comments
Sprinkled throughout are tips, tricks, and resources to help you craft the best member experience program possible. Happy surveying!