The Stellar Financial Group
Financial professionals discussing Indirect Retention Plus results

Turn Existing Loan Members Into Checking Account Holders

Indirect Retention Plus

Program Overview

Welcome To The Stellar Financial Group

A little preparation. A more meaningful conversation.

We’ve created this page to give you and your team a quick introduction to our Indirect Retention Plus (IRP) Program ahead of our upcoming presentation. We’ve included for your review a short two-minute video with one of our company’s partners, a short hopefully thought-provoking series of questions, and a list of relevant FAQs. Spending a few minutes familiarizing you and your team with this information should prove to be valuable in preparing for our upcoming presentation.

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Your Opportunity

Discover Where We Can Help

Explore thought-provoking questions to reflect on your indirect member relationships, identify opportunities, and prepare for a meaningful conversation.

FAQs

Learn More About The Program

Find answers about how our Indirect Retention Plus Program works and what you can expect.

Case Studies

Results That Drive Growth

See how Indirect Retention Plus helped a credit union turn indirect auto loan relationships into checking accounts, direct deposits, additional borrowing, and digital banking engagement.

Read Full Case Study

Southwest Credit Union | $9B in Assets

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21,382

Members Targeted

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1,212

Opened Checking Accounts

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434

Direct Deposits Set Up

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153

Additional CC or Loan

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911

Mobile Banking Login

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555

OLB with E-statements

Testimonials

Hear From Our Partners

See what financial institutions are saying about their experience with Stellar’s Direct Indirect Retention Plus Program.

It was extremely successful, and not sure we were as prepared on our end to handle the influx of accounts/calls.

Heath Stevens

VP/Branch Manager · Amarillo National Bank

It was a very successful program. We have tried many initiatives in the past with little response. We were surprised by the volume of indirect members that opened checking accounts, many with direct deposit.

Tony Sims

VP of Marketing · Openland Credit Union