With big banks overtaking credit unions in customer satisfaction, can credit unions compete and win? Find out how credit unions can compete with big banks.

1. With big banks overtaking
credit unions in customer
satisfaction, can credit unions
compete and win?
Big Banks = Big
Satisfaction?
by Ann Heatherington

2. Recent studies show: Big Banks are overtaking
credit unions in customer satisfaction.
Many credit union members may feel their
experience is local and personalized, but is bigger
better – and how many members think so?

3. Credit unions pride themselves on strong member
relations, hands-on service, individual attention.
• Connect with members
• Ask for feedback
• Act on it
Members feel valued -> loyalty grows -> everyone wins.

4. How can bigger be better?
Big banks often use data to stay in touch with
customers’ needs, allowing them to create
programs, services, and technology that meet
customer expectations.
Credit unions need to deploy the same approach.

5. SoGoSurvey gives credit unions an easy to use, cost-
effective platform to engage members and gather
instructive insights about their experience.
• Send a timely follow-up email after a service
interaction.
• Automate online feedback pop-ups.
• Regularly distribute detailed surveys targeting
long-standing members.

6. Building a better understanding of the member
experience allows credit unions to deliver
communications, products, and services tailored
precisely to members’ needs and expectations.

7. Enhance your conversation. Get started today with
a credit union-focused webinar or check out
our financial services sample surveys.

8. SoGoSurvey.com
@SoGoSurvey