Deepen relationships with indirect lending members
Effective onboarding is nonnegotiable for credit unions, especially for indirect lending members. You need to connect with new members immediately to understand their needs, start building relationships and help them understand the benefits of credit union membership beyond having one loan financed through the credit union.
There’s only one way to do that in today’s fast-moving indirect lending landscape: with advanced tools, like customer relationship management (CRM) systems.
Credit unions that leverage CRMs in indirect lending onboarding can automate and streamline processes, so nothing slips through the cracks. Every member receives a warm welcome to your community — and you gain valuable insight to deepen the relationship.
Stay member-centric at scale
CRM solutions make the onboarding process more efficient, so you can onboard more members without losing the high-touch, personal service you’re known for. CRMs capture personal details and member preferences to help you tailor interactions and marketing materials for new members.
With more information about indirect members, you can find more opportunities to cross-sell loan and deposit products. Having easy and actionable access to member data also lowers risk by making it possible to detect fraud or potential collection issues.
Serve members effectively and efficiently
When indirect lending onboarding is driven by a CRM, you can:
- Immediately welcome new members.
- Create more personalized new member experiences.
- Find cross-sell opportunities for your indirect portfolio.
- Lower the risk of first payment default, collateral protection insurance or fraud.
- Evaluate members’ experience with dealers/dealer performance.
Technology enhances your relationship with indirect lending members — and drives growth and operational excellence across your credit union.
Why Wipfli?
We don’t work for a CRM company; we work for you. Our digital team has experience with several leading CRM tools, so we don’t push a single solution. We lead with curiosity about your business and goals, then tailor our recommendations and support to match. Plus, the Wipfli team has worked in financial services and are experienced technologists. Together, we create solutions to help you connect with members and stay ahead of the competition.
Contact us to learn more or watch our on-demand webinar on how to improve indirect lending onboarding.
Insights and resources
EVENT | October 15, 2026
Risk Roundtable: Understanding AI to support responsible governance
AI literacy is becoming an essential competency for compliance professionals. Our October Risk Roundtable will cover AI fundamentals and how AI is changing the risk landscape. In many organizations, employees are rapidly adding AI to their daily workflows, and adoption is moving faster than governance. Risk Roundtable is designed specifically for chief risk officers, internal auditors, BSA officers and compliance officers in community banks and credit unions. Join the community on October 15 and learn how to manage this evolving risk.
EVENT | November 12, 2026
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EVENT | December 9, 2026
CFO Roundtable: Prepare your financial institution for 2027 and beyond
Staying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:00 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief risk officers and other accounting leaders. This two hour session will provide strategic clarity on key audit, accounting and tax developments to help your institution prepare for 2027 and beyond. Proactively preparing for change helps your institution maintain a competitive advantage. Join us for the context and practical guidance needed to lead your team with clarity and confidence. Save your seat today.
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