1. (1) 6/20/2012 2014 Online Bill Pay Sweeps Kick-Off

2. (2) 6/20/2012 Agenda + Overview + What’s New + Drawings, Prizes and Rules + Marketing Materials + PSCU Hosted Email Campaigns + Key Dates + Campaign Website + Questions

3. (3) 6/20/2012 Overview and Details

4. (4) 6/20/2012 Overview + Exciting changes in 2014 + One HUGE sweepstakes with 2 drawings July drawing December drawing + One enrollment period for both drawings FI is registered for both drawings when enrolled + More prizes than ever before + All financial institutions can participate + No cost to financial institution to participate

5. (5) 6/20/2012 Campaign Details + Objectives Increase adoption of online bill payment Increase number of bill pay transactions Educate consumers on ease and control of bill pay + Target Group Online banking consumers  Active bill pay subscribers  Bill pay subscribers that have become inactive Offline bill payers (acquisition) + Campaign Messaging Simplify Your Life Control and Convenience

6. (6) 6/20/2012 Sweeps Promotions + Two promotional periods for sweepstakes + Different themes for each promotion + First Promotion March 29 – June 30, 2014 Drawing in July + Second Promotion August 28 – November 30, 2014 Drawing in December

7. (7) 6/20/2012 Best Practices + Promote sweeps through multiple channels Printed branch materials On-hold messages Website – banners, popups, landing page In-branch monitors Email communications Newsletters Social Media Be sure to adhere to Abbreviated Rules for Advertising + Encourage bill pay refresher training for staff Online Associate Education is available from PSCU + Offer employee incentives/contest for using bill pay

8. (8) 6/20/2012 What’s New?

9. (9) 6/20/2012 Associate Education + Online tool offering general bill pay information + Designed for your branch and call center staff + Refresh their knowledge of bill pay + Should only take 10 – 15 minutes to complete the course + Includes: Brief Product Video Tip Sheet Bill Pay Quiz Bill Pay Calculator + http://www.pages01.net/fiservbps/ALP-2013-C2/ http://www.pages01.net/fiservbps/ALP-2013-C2/

10. (10) 6/20/2012 Associate Education

11. (11) 6/20/2012 Dedicated Sweeps Website + www.SimplifySweeps.com + Central sweeps location for consumers + Benefits of online bill payment + Official Rules + Eligibility + Alternate Method of Entry (AMOE) Mail-in alternate method + Site will be live on March 29

12. (12) 6/20/2012 Drawings, Prizes & Rules

13. (13) 6/20/2012 Drawings and Prizes + First Drawing in July Theme centers around SIMPLIFY YOUR LIFE Prizes include  Vacation Rental ($1500 value – 1 winner)  iPad Mini (2 winners)  $100 Visa Gift Card (one winner for each FI)  $25 Restaurant Gift Card (40 winners) + Second Drawing in December Theme centers around CONTROL & CONVENIENCE Prizes include  $500 Visa Gift Card (10 winners)  iPad Mini (2 winners)  $50 Restaurant Gift Card (90 winners)

14. (14) 6/20/2012 Official Rules + Link on sweeps website - www.SimplifySweeps.com + Eligibility to win US resident, 18 years of age or older Not eligible – businesses, FI employees and families or board members + Chances to win Every bill paid online Every eBill requested 30 entries maximum per person

15. (15) 6/20/2012 AMOE + Alternate Method of Entry (AMOE) Mail in entry Enter without paying a bill online or requesting an eBill Table of financial institutions in rules for AMOE entry Enter on 3" x 5" card mailed in an envelope to sweeps administrator Maximum of 30 entries total per person for each drawing

16. (16) 6/20/2012 Advertising Rules + Abbreviated Rules for Advertising + Link on campaign website on MemberConnect + Must adhere to advertising rules + Disclosures must be used on all advertising materials + Specific rules for TV and radio Print Online ads – banner Online ads – not a banner

17. (17) 6/20/2012 Winner Notification + Sweeps administrator selects winners for each prize + Sweeps admin notifies PSCU of winners + PSCU notifies FI FI verifies eligibility + PSCU sends eligibility confirmations to sweeps admin + Sweeps admin notifies winners by email or phone if no email address is available + Sweeps admin distributes prizes + Winners list may not be published prior to winners receiving prize

18. (18) 6/20/2012 Marketing Collateral

19. (19) 6/20/2012 Marketing Materials + Unique themed marketing materials for each drawing + Downloadable collateral available on campaign site Banner ads Landing page HTML Email template Newsletter sample copy Statement Inserts/Take Ones Lobby Posters Lobby Table Tents

20. (20) 6/20/2012 Printed Materials + Non-custom printed materials are available from PSCU at a discounted cost, plus shipping charges Statement Inserts/Take Ones ($0.01 per piece) Lobby Posters ($1.00 per piece) Lobby Table Tents ($0.50 per piece) + FI will be billed on PSCU monthly invoice

21. (21) 6/20/2012 PSCU Hosted Email Campaigns

22. (22) 6/20/2012 Email Template + Drawing 1 + Drop 1

23. (23) 6/20/2012 PSCU Hosted Email Campaigns + Advisors Plus will manage an email campaign for each drawing + Email templates are non-custom except for FI specifics FI Name FI Logo FI Bill Pay Product Name FI Address Link to FI website landing page Optional link to Facebook and Twitter + Target list will include active and inactive bill pay subscribers, as well as acquisition targets

24. (24) 6/20/2012 Acquisition Files + FI sends list of members/customers who are not bill pay subscribers + File Layout Format instructions found on campaign site + Send file in Excel including required fields Send via PSCU’s Secure Messenger system To twillatt@advisorsplus.comtwillatt@advisorsplus.com You will be assigned a login if you don’t have one already or you may request a password reset if you’re signed up but expired + Files are due February 19 for first drawing + Files are due July 16 for second drawing

25. (25) 6/20/2012 Hosted Emails Launch + Drawing 1 Email Drop 1 – March 29 Email Drop 2 – April 27 Email Drop 3 - June 12 Test email approvals – first week in March + Drawing 2 Email Drop 1 – August 28 Email Drop 2 – October 1 Email Drop 3 – November 1 Test email approvals – first week in August

26. (26) 6/20/2012 Key Dates

27. (27) 6/20/2012 Key Dates + First Promotion: March 29 – June 30, 2014 Emails drop (PSCU hosted campaign)  March 29, April 27, June 12 Prize drawing in July + Second Promotion : August 28 – November 30, 2014 Emails drop (PSCU hosted campaign)  August 28, October 1, November 1 Prize drawing in December + Printed materials arrive 2 weeks prior to promotion start (if ordered from PSCU) + Results tracking available early 2015

28. (28) 6/20/2012 MemberConnect Campaign Site

29. (29) 6/20/2012 Campaign Website + Campaign site on MemberConnect at https://members.pscufs.com/campaigns/billpay_campaigns/index.php + Direct link to campaign site at http://www.advisorsplus.com/campaigns/billpay-sweeps/index.html Frequently Asked Questions (coming soon) Marketing Collateral Abbreviated Rules Official Rules Associate Education Tool Kick-off webinar PowerPoint presentation Recorded kick-off webinar session

30. (30) 6/20/2012 Questions???

31. (31) 6/20/2012 Teresa Willatt Campaign Specialist twillatt@advisorsplus.com Teresa Willatt Campaign Specialist twillatt@advisorsplus.com

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