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 | September 10, 2026
AI without the hype: How credit unions can use AI responsibly and profitably
Are you ready to cut through the hype and hear clear, practical advice on using AI in your credit union? Join Wipfli and CUNA Strategic Services on September 10 as we lay the groundwork for responsible and scalable AI adoption. We’ll explain how you can use AI to improve member experiences, increase operational efficiency and support decision-making across your institution. This webinar is designed for credit union CEOs, CIOs, COOs and senior leaders who want to move beyond AI experimentation. Join us to help ensure your credit union’s AI investments support today’s priorities and tomorrow’s strategy.
EVENT | September 17, 2026
CFO Roundtable: Succeeding responsibly with AI
To succeed with AI, financial institutions must understand the technology, its costs and how to govern it responsibly. That’s a tall order given the pace of change. Join Wipfli to learn how to evaluate, implement and govern AI responsibly. We’ll discuss capabilities you could gain from different AI technologies, the role of data management and governance and practical steps to manage risk and control costs.
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. Get caught up with Wipfli. You’ll leave this session with: • A better understanding of the AI technologies your teams may be adopting. • Best practices for supporting responsible AI implementation. • Practical considerations around AI governance, policy and employee education. A live Q&A opportunity will follow the presentation. 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.
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