love my credit union rewards all program bundle overview

15
Love My Credit Union Rewards All Program Bundle Overview

Upload: arleen-hopkins

Post on 18-Jan-2016

216 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Love My Credit Union Rewards All Program Bundle Overview

Love My Credit Union RewardsAll Program Bundle

Overview

Page 2: Love My Credit Union Rewards All Program Bundle Overview

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

Page 3: Love My Credit Union Rewards All Program Bundle Overview

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

Page 4: Love My Credit Union Rewards All Program Bundle Overview

Credit Union Member DiscountRoadside 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

Page 5: Love My Credit Union Rewards All Program Bundle Overview

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

Page 6: Love My Credit Union Rewards All Program Bundle Overview

Credit Union Member Plan

• FREE ADT monitored home security system* valued at $850

• FREE exclusive smoke communicatoro Wired to home security monitoring

systemo Communicates presence of smoke to

ADT’s command centero Dispatches emergency personnel if

residents are not homeo 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

Page 7: Love My Credit Union Rewards All Program Bundle Overview

Credit Union Member Discount

Members can save up to $200 on NEW DIRECTV service

• $60 service discounto $5 off each month for the first 12

months of service reflected on monthly statements

• $140 Visa gift cardo 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

Page 8: Love My Credit Union Rewards All Program Bundle Overview

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

Page 9: Love My Credit Union Rewards All Program Bundle Overview

9

All Bundle Marketing Requirements

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.

Page 10: Love My Credit Union Rewards All Program Bundle Overview

TurboTax Marketing Requirements

• Website home page banner placement• Place a TurboTax banner on the home page of your CU website, above-

the-fold, January 1st through April 15th

• Online banking pages banner placement• Place a TurboTax banner on your online banking pages, above-the fold,

January 1st through April 15th • Email communication

• Send two dedicated TurboTax email communications during tax season to members to build member awareness• 1st email send date 01/14/16• 2nd email send date 02/04/16

Promoter Level

Page 11: Love My Credit Union Rewards All Program Bundle Overview

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

Page 12: Love My Credit Union Rewards All Program Bundle Overview

12

Marketing Reimbursements

•DIRECTV–2014/2015 Contract Year =

October 1, 2014 through December 31, 2015

Page 13: Love My Credit Union Rewards All Program Bundle Overview

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

Page 14: Love My Credit Union Rewards All Program Bundle Overview

14

Enroll Today• Visit the Partner Center at LoveMyCreditUnion.org and click

on MyDashboard to enroll

Page 15: Love My Credit Union Rewards All Program Bundle Overview

15

Learn More

• Subscribe to our monthly Love My Credit Union Rewards newsletter

• Visit our exclusive Partner Center site for credit unions and Leagues

• We have a dedicated team of Client Service Representatives, Client Managers, and National Business Consultants, all here to serve you. Contact us at [email protected]