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Losing the Love

Service info

Identify and reconnect with members showing signs of disengagement through targeted emails and surveys with Losing the Love—Xtend’s proactive member retention program.

"A member retention program that identifies and surveys members that show signs of leaving your credit union."

How it helps

Gives insight into your members, helps craft retention strategies, and sends special emails to members who show signs of leaving.

Deliverables

Detailed monthly Excel reports on members, target audience files in CU*BASE, custom HTML emails and surveys for each topic, and automatic email delivery to target members.*

*Program provides 13 available member disengagement topics, including Losing the Loans.

Pricing

One-time fee:

$1500

Ongoing fees:

$330 / month

$0.025 / email

"A smart member retention program designed to identify and engage members with aging loans, low-balance loans, or recent high payoffs."

How it helps

Gives valuable insights into member behavior, helps shape targeted retention strategies, and automatically sends personalized emails to members approaching the end of their loan term.

Deliverables

Detailed monthly Excel reports on members, target audience files in CU*BASE, custom HTML emails and surveys for each topic, and automatic email delivery to target members.

Pricing

One-time fee:

$500

Ongoing fees:

$250 / month

$0.025 / email

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