THE PRIMACY PLAYBOOK
Winning PFI in a Crowded Market
How BCU is redefining engagement to compete for primacy in today’s crowded financial landscape.
What You'll Learn
Why primacy can no longer be assumed
77% of consumers believe they can have more than one primary financial relationship. Learn why holding the checking account and direct deposit no longer guarantees the relationship.
The five drivers of modern primacy
From the financial command center to relevance and timing, see what separates the leaders from the rest, drawn from SavvyMoney’s work with nearly 1,700 community financial institutions.
Inside BCU’s engagement engine
How a $6 billion credit union made engaged member growth its KPI, onboards every member into its financial wellness tools, and saw higher balances, improved credit scores, and a 2-point higher Net Promoter Score.
A 90-day starting point
A practical plan to diagnose where consumers are slipping out the back door, choose one feature to add, and launch and measure it, without rebuilding your tech stack.
Download The eBook Now
Learn how BCU is redefining engagement to compete for primacy, and get a 90-day plan to start building your own primacy advantage.
COMPANION WEBINAR
Watch The Primacy Playbook Webinar
See the playbook in action. Chris Fraenza, Chief Revenue Officer at SavvyMoney, and Jill Sammons, EVP, Chief Experience & Strategy Officer at BCU, share how BCU made engaged member growth its KPI and how engagement turns into lending growth.