Attention Credit Union CEOs: It’s Time to Change Your Membership Forms and Documents
As a credit union CEO, you know that your members are your most important asset. You also know that the way you present yourself to your members can have a big impact on their perception of your credit union. That’s why it’s so important to make sure your membership forms and documents are up-to-date and reflect the values of your credit union. How do you know when your credit union needs new forms?
Unfortunately, many credit unions are still using outdated membership forms and documents. These forms are often difficult to understand and can be a barrier to membership. They may also be out of compliance with current regulations.
Tips for your CEO
If you’re ready to make a change, here are a few tips for updating your membership forms and documents:
- Make sure your forms are easy to understand. Use clear and concise language, and avoid jargon. You may want to have someone who is not familiar with your credit union review your forms to make sure they are easy to understand.
- Use modern design. Your forms should look professional and reflect the image of your credit union. Consider using a professional designer to help you create new forms.
- Make your forms mobile-friendly. More and more people are using their smartphones and tablets to access financial services. Make sure your forms are optimized for mobile devices so that your members can easily access them.
- Be compliant with regulations. Make sure your forms are in compliance with all applicable regulations. You may want to consult with an attorney or accountant to make sure your forms are up-to-date.
Updating your membership forms and documents can be a lot of work, but it’s worth it. By making your forms easy to understand, modern, and compliant, you can create a positive experience for your members and attract new members to your credit union.
Bonus Tips
Here are a few additional tips for getting the attention of a credit union CEO and convincing them to change their membership forms and documents:
- Start by building relationships. Get to know the CEO and other key decision-makers at your credit union. This will help you build trust and rapport, which will make it more likely that they will listen to your ideas.
- Be prepared to present your case. When you meet with the CEO, be prepared to present your case for why it’s important to change the membership forms and documents. Be sure to highlight the benefits of making the change, such as improved member experience, increased compliance, and reduced costs.
- Be open to feedback. The CEO may have some concerns or objections to your proposal. Be prepared to listen to their feedback and address their concerns.
- Be persistent. Don’t give up if the CEO doesn’t agree to change the membership forms and documents right away. Keep following up and presenting your case. Eventually, you may be able to convince them to make the change.
