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Love My Credit Union Rewards All Program Bundle Overview.

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Presentation on theme: "Love My Credit Union Rewards All Program Bundle Overview."— Presentation transcript:

1 Love My Credit Union Rewards All Program Bundle Overview

2 2 The Love My Credit Union Rewards All program bundle offers credit union members great discounts from Sprint, CU Road Pal, TurboTax, DIRECTV, ADT, cash back shopping from Love to Shop, and Allied Moving Services. In addition to the great discounts for your members, your credit union is also eligible to receive marketing reimbursements from the Sprint, CU Road Pal, DIRECTV, and ADT programs. The program can help your credit union improve membership value and your bottom line by linking the exclusive discounts to your core products and services. Overview

3 Credit Union Benefits Marketing reimbursements for participation is a great way for credit unions to earn non-interest income Effective tool to promote the added- value of membership FREE marketing materials for statement mailings, newsletters, website and lobby distribution, and more Unique member and business offers available from Sprint Sprint handles all member service needs Opportunities to work with local Sprint stores to support community businesses Member Discounts 10% off select regularly priced Sprint monthly service Waived activation fee and upgrade fees (up to $36 savings each) Business Discounts 15% off select regularly priced Sprint monthly service Waived activation fee and upgrade fees (up to $36 savings each) Sprint

4 Credit Union Member Discount Roadside assistance program created exclusively for credit union members. Provides unparalleled service at a great value to assist members with roadside emergencies. Members are covered in any non- commercial vehicle they travel Professional customer service team 24/7/365 10 mile tow radius Lockout/Flat Tire/Out of Fuel Assistance Plans start at $47.00 per year, less than $1* per week *Based on individual roadside assistance plan. Credit Union Benefits Great link to auto loans Promote the added-value of membership Use as a promotional incentive to drive auto loans, new membership, or employee rewards Discounted pricing offered to credit unions when using as a promotional incentive - $10 off each plan membership FREE marketing materials to promote the program Marketing reimbursements Individual Plan = $5.00 Individual +1 = $6.00 Family plan up to 4 = $7.00 Family plan up to 5 = $8.00 Family plan up to 6 = $9.00 CU Road Pal

5 Credit Union Member Discount Promoter Level $5 off the Federal Deluxe Edition $10 off the Federal Premier Edition $15 off the Federal Home and Business Edition Participation in the “$25,000 Payday” Sweepstakes TurboTax Credit Union Benefits Build member loyalty and retention Capture tax refund direct deposits and investments from members using TurboTax via the credit union microsite Opportunity to increase loans used with refunds, IRA investments, also increase in loans used to pay taxes FREE marketing materials for statement mailings, newsletters, website and lobby distribution, and more Co-branded microsite Exclusive opportunity to promote products and services on co-branded microsite

6 Credit Union Member Plan FREE ADT monitored home security system* valued at $850 FREE exclusive smoke communicator o Wired to home security monitoring system o Communicates presence of smoke to ADT’s command center o Dispatches emergency personnel if residents are not home o Potential 20% savings on homeowners insurance $100 Visa gift card * With $99 customer installation and purchase of alarm monitoring services Credit Union Benefits Effective tool to promote the added- value of membership Link to home mortgages or HELOC FREE marketing materials for statement mailings, newsletters, website and lobby distribution, and more Marketing reimbursement of $50 per new service activation purchased by members ADT

7 Credit Union Member Discount Members can save up to $200 on NEW DIRECTV service $60 service discount o $5 off each month for the first 12 months of service reflected on monthly statements $140 Visa gift card o Courtesy of Love My Credit Union Rewards and DirectStar TV Credit Union Benefits Build member loyalty and retention Link to home mortgages or other CU products FREE marketing materials for statement mailings, newsletters, website and lobby distribution, and more Marketing reimbursement of $10 per new service activation purchased by members DIRECTV

8 Credit Union Member Discount Credit union members can save up to 60% on out-of-state and/or local moving and storage needs. Allied offers their most competitive rates to members based on your unique situation. Allied Moving Benefits Credit Union Benefits Build member loyalty and retention Link to home mortgages FREE marketing materials for statement mailings, newsletters, website and lobby distribution, and more

9 All Bundle Marketing Requirements 9 Ongoing Marketing Home Page Banner All Bundle banner placed on your credit union website home page within 30 days of enrollment and ongoing Lobby Materials All Bundle lobby materials (paper or digital) placed in all credit union branch lobbies within 30 days of enrollment and ongoing Employee and SEG Communication Include program information in human resources new hire and employee group packets within 60 days of enrollment and ongoing Quarterly Marketing Quarterly Member Communication Complete one member communication each quarter for four quarters, annually Communication tactics may include Statement inserts E-statement onsert Newsletter article Email Program banner placed on online/home banking pages Direct mail Sprint ONLY additional option Invite Sprint to participate in your credit union’s member day event The TurboTax program must be marketed in Q1 only in addition to the marketing requirements for the All bundle program. Please see the TurboTax marketing requirements.

10 TurboTax Marketing Requirements Website home page banner placement Place a TurboTax banner on the home page of your CU website, above- the-fold, January 1 st through April 15 th Online banking pages banner placement Place a TurboTax banner on your online banking pages, above-the fold, January 1 st through April 15 th Email communication Send two dedicated TurboTax email communications during tax season to members to build member awareness 1 st email send date 01/14/16 2 nd email send date 02/04/16 Promoter Level

11 Marketing Reimbursements Sprint – 2014/2015 Contract Year = October 1, 2014 through December 31, 2015 – First year participating credit unions will be paid a percentage of their marketing reimbursement pool portion, as outlined below, based on the initial quarter that the credit union completes the initial quarterly member communication item of the credit union's choice: Quarterly Mailing Month = % of marketing reimbursement – October 2014 = 100% – November/December 2014/January 2015 = 80% – February/March/April 2015 = 60% – May/June/July 2015 = 40% – August/September/October 2015 = 20% – After October 2015, eligible for 100% for the 2016 year ADT – Credit union is eligible to receive $50.00 per member purchase of each new ADT home security services CU Road Pal – Credit union is eligible to receive $5.00-$9.00 for each membership purchased Individual plan – $5.00 marketing reimbursement Individual +1 plan – $6.00 marketing reimbursement Family up to 4 plan – $7.00 marketing reimbursement Family up to 5 plan – $8.00 marketing reimbursement Family up to 6 plan – $9.00 marketing reimbursement 11

12 Marketing Reimbursements DIRECTV – 2014/2015 Contract Year = October 1, 2014 through December 31, 2015 12

13 Marketing Materials CUSG provides FREE marketing materials and marketing support to all enrolled credit unions Marketing materials include – Website banners – Lobby materials Paper and digital – Statement inserts – Email messaging – eStatement, onserts and messaging – Newsletter messaging – Social media messaging 13

14 Enroll Today Visit the Partner Center at LoveMyCreditUnion.org and click on MyDashboard to enrollPartner Center 14

15 Learn More Subscribe to our monthly Love My Credit Union Rewards newsletter Subscribe Visit our exclusive Partner Center site for credit unions and LeaguesPartner Center We have a dedicated team of Client Service Representatives, Client Managers, and National Business Consultants, all here to serve you. Contact us at clientsupport@cusolutionsgroup.comclientsupport@cusolutionsgroup.com 15


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