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Business Development

PFP has been a provider of Business Development resources to credit unions for over 25 years. Our professional staff acts as an extension of your credit union’s business development department. Our program reaches out to Select Employer Groups (SEGs), business partners or affiliates to assist credit unions on a regular basis to promote credit union membership. We identify and cross-sell opportunities on the credit union’s behalf and set the stage for future visits without utilizing your resources. Our team has been extremely successful in this process, currently servicing over 600 Select Employer Groups monthly and enrolling thousands of new members for our credit union partners.

PFP’s Business Development Staff: Internal Schedulers and Field Support

Our Business Development Field Specialists are trained on your products and services and are committed to securing quality members for you. We present the benefits of enrollment to all employees at your affiliated groups and will visit them on a regular basis regardless of shift hours.

Our Business Development Internal Staff…

  • Connects with Select Employer Groups continually and schedules visits on the credit union’s behalf.
  • Communicates the value of credit union products and services.
  • Provides customized reporting and hosts conference calls with the credit union’s Business Development team to review progress and results.

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