TITLE

Kit Plus Switch Agent 'Concierge' Helps Close The Deal

PUB. DATE
October 2011
SOURCE
Credit Union Journal;10/31/2011, Vol. 15 Issue 42, p12
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article reports on two switch kits used by the San Diego County Credit Union (SDCCU) in closing deals such as the online feature QUICKIT and the SwitchAgent with a concierge service. According to SDCCU chief executive officer (CEO) Teresa Halleck, SwitchAgent was developed by one of their business partners while SDCCU employees made the QUICKIT forms. Moreover, she mentions that many customers switch to SDCCU due to their free debit card services and free checking with e-statements.
ACCESSION #
67099469

 

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