Free Assessment Tool
How Healthy Is Your Member Base?
Answer 10 quick questions about your credit union’s marketing metrics and get an instant health scorecard across 5 key dimensions.
10Questions
5Dimensions
~3 minTo Complete
Relationship Depth
Engagement & Activity
Digital & Marketing
Growth Potential
Satisfaction & Loyalty
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Your Results
Member Health Scorecard
0
out of 100
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Estimated Member Segments
Based on your inputs, here's how your membership likely breaks down.
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Champions
Multi-product, digitally active, loyal
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Engaged
Active but room to deepen relationship
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At-Risk
Declining activity or single product
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Dormant
Low activity, re-engagement needed
Scores by Dimension
Your Biggest Opportunity
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