Routing #: 291480141
gREETINGS EXPLORERS TEAM!
“Ho Ho, Santa here with a magical way to impress our members. The IT elves [ Dallas & Paul ] have delivered the shiny new iPads to Yankton and the new landing page is making its way from the North Pole as we speak. Wish all a joyous hike and Merry Member experience!”
Dear Explorers,
Team, as the holiday season reminds us of the joy in giving, let’s carry that spirit into our work by giving our members the gift of an elevated experience. Your energy, expertise, and care make a real difference—go be awesome and help make their season (and ours) brighter!
The new landing page has been developed as a tool as you guide members as they hike through the journey to becoming an Explorer.
Incorporating the iPads into the member experience helps to:
- > Streamline processes
- > Reduce wait times
- > Empower members to complete tasks independently
- > Allow our team to focus on meaningful conversations, improving efficiency and creating a more personalized experience.
The Journey to an Elevated Member Experience
As we begin to incorporate this new tool, familiarize yourself with the products and services we offer and be ready to ask more needs based questions to help guide our members down a path to a better member experience!
Here’s some suggestion on how to align this initiative with our products and services:
Personalized Engagement:
- Practice asking questions that help to identify member needs, such as:
- > “What are your financial goals over the next year?”
- > “Are you looking to maximize savings, reduce expenses, or both?”
- > “How do you typically use your checking account—daily purchases or long-term planning?”
- > “Have you thought about ways to save on loan payments with our competitive rates?”
- > “Would you like to learn how our Kasasa Saver can complement your Kasasa Cash Back Checking?”
- Then suggest relevant products based on these insights.
- Practice asking questions that help to identify member needs, such as:
- More tools and resources to come as we work toward reaching new heights in member experience!
Go “Sleigh” It!
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