Geezeo Client To Present At Engagement Expo 2011
Here is a sneak preview of the session Jim Craig, VP of Marketing - 1st Advantage Credit Union, will be conducting in Dallas this Fall. 1st Advantage is a Geezeo PFM and Referral Engine client.
Capturing Customer Referrals at the “Moment of Truth”
In financial services, customer referrals can provide a steady flow of profitable new customers of a similar demographic profile as the referring customers. However, referral programs underperform when they are not targeted to the correct customer segment at the right time. 1st Advantage has developed a high effective referral program by using automated referral requests triggered after key “moments of truths” (such as loan approvals, loan closings, successful service recoveries) and by soliciting referrals from key target member segments. The session will share 1st Advantage’s referral process and the results of asking loyal members for referrals.
Engagement Expo 2011
November 6-8th, 2011
The Westin Stonebriar, Dallas, Texas
