Credit Union New Member Acquisition Automation

Harness the market disrupting power of credit union sales bots.

They do all the drudge work. Quickly. Flawlessly. Happily.

Increase sales uptime. Improve member experience. Turbocharge revenue growth.

Current State of Your Data

Depositor and loan databases. Call-center input. Subscription data from the FDIC and S&P. With all of this info at your disposal, you’d think your credit union member acquisition team is armed to sell, upsell, and cross-sell.

Think again. They don’t have the time to leverage this data. No time to scrape the internet for background on prospects. No time to scrub lists, prioritize prospects, or send tailored emails.

This isn’t a job for your credit union staff.


Digitized Member Acquisition Revolution

You may have heard how robotic process automation, or RPA , is accelerating back-office operations in credit unions.

But when it comes to Amazon style member experience and revenue generation, RPA creates a veritable “Lending Sales Factory.” Paired with The Lab’s patented Knowledge Work Standardization®, it can turbocharge sales like you’ve never seen before. We know. We’ve done it for others. We can do it for you.

Bots Do Human Sales Tasks

An RPA bot can “sit at a computer” and do“human” chores—only at lightning speed, without getting tired, bored, or making mistakes.

That renders them uniquely qualified for credit union sales support and lead generation. They can fetch data so you can market and qualify leads. They can apply predictive behavior tools to help you answer vital questions:

  • Which members are profitable?
  • Which ones are at risk?
  • Which ones are ripe for cross-selling?
  • Which credit union products & services should they be offered?

Bots can even deliver precision-guided marketing messages, Google ads, and bot-enabled impressions, 24 hours a day.

Mass Scale Revenue Generation Digitization

It’s easy for a credit union robot to dive through tons of data—everything from your own call-center logs to reams of data on prospects from the FDIC, U.S. Census Bureau, S&P—you decide. Let bots find those needles in the haystack for you.

And it’s just as easy for them to report to their superiors. Use this information disruptively:

  • Stop existing deposit account members from leaving.
  • Lure dissatisfied commercial loan members away from competing credit unions.
  • Offer credit union products at peak opportunities.

At The Lab, we’ve spent 25-plus years helping companies from the Fortune 500 on down to standardize processes and optimize data. So we’re experts at bringing bots on board to help.

Best of all, we can have your first credit union sales bot up and running in as little as four weeks.

Why Credit Union Execs Love Bots

If you can imagine it, The Lab can create a bot to execute it for you:

“Find all the high-value members who called the contact center more than two times this week and said ‘problem’ at least once; we may be at risk of losing them.”

“Show us all the prospects in this zip code who own cars more than six years old, sorted by household income. Then serve them targeted Facebook ads and email them for us.”

“Identify the previously-hidden ‘long tail’ of under-penetrated members. Let’s cross-sell them these three credit union products.”

This is why credit union revenue generation focused executives love RPA robots. Once they see one in action, they can’t wait to show their peers. The Lab’s groundswell approach will spread like wildfire through your ranks.

You’ll see increased sales—not to mention improved morale—in short order.


Don’t just take our word for it. Contact The Lab today. We’ll show you how we can install bots, start to finish, in just weeks… and how we’re able to do it all remotely from our offices in Houston. Simply call (201) 526-1200 or email to book your no-obligation 30-minute screen-sharing demo today to watch a real credit union robot in action!


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