Systematic onboarding w/ Delynn Byars

Show Notes

Delynn Byars,  SVP of Marketing at First South Financial Credit Union, discusses onboarding best practices with host Dan Marks:

Why creating and implementing a systematic onboarding program was a priority
Key components of First South’s systematic onboarding program
How First South’s approach to onboarding has evolved and improved over time
The results First South has seen from implementing onboarding changes and how the credit union measures results
How the systematic onboarding program fits into the overall member experience
Key take-aways for others considering implementing or upgrading an onboarding program
Delynn’s advice to her younger self … and her work with Mid South Therapy Dogs

Learn more about credit union marketing with the Marketing Association of Credit Unions

Show Notes