Transcript Document

Love My Credit Union Rewards
All Program Bundle
Overview
Overview
The Love My Credit Union Rewards All program bundle offers credit union members
great discounts from Sprint, GM, Credit Union Auto Club, DIRECTV, ADT, TurboTax,
Allied Moving Services, and cash back shopping from Love to Shop. As a GM Premium
level participant, your credit union will receive instant auto loan leads when your
members request a GM Authorization Number for the discount.
In addition to the great discounts for your members, your credit union is also eligible
to receive marketing reimbursements from the Sprint, Credit Union Auto Club, 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.
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Sprint
Member Discounts
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10% off select regularly priced Sprint
monthly service
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Waived activation fee and upgrade fees
(up to $36 savings each)
Business Discounts
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15% off select regularly priced Sprint
monthly service
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Waived activation fee and upgrade fees
(up to $36 savings each)
Credit Union Benefits
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Marketing reimbursements for
participation is a great way for credit
unions to earn non-interest income
Effective tool to promote the addedvalue 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
GM
Credit Union Member Discount
Credit union members can purchase NEW
Chevrolet, Buick and GMC vehicles at a
discount, which is a percentage based
discounted price. The Credit Union
Member Discount from GM can be
combined with most current incentives to
save even more.
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Fixed price, non-negotiable
Not compatible with subvented rate
financing
Credit Union Benefits
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Employee pricing for credit union employees
that own a non-GM make vehicle
Loan links on GM microsite
Custom inserts and take ones
Custom size web banners
FREE marketing materials for statement
mailings, newsletters, website and lobby
distribution, and more
Weekly summary of member activity
Plus, Real-Time Loan Leads!
Loan Link
Credit unions can now easily provide their
loan link to Love My Credit Union Rewards
• Easy access to your loan app or
loan page
• Drive more auto loans
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Credit Union Auto Club
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 noncommercial 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 / $91.00
for a family plan up to 6 people
Credit Union Benefits
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Great link to auto loans
Promote the added-value of
membership
Use as a promotional tool to drive auto
loans, new membership, or employee
rewards
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Discounted pricing offered to credit
unions when using as a promotional
tool
FREE marketing materials to promote
the program
Marketing reimbursements
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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
TurboTax
Credit Union Member Discount
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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
Giveaway” Sweepstakes
Participant Level
• $5 off the Federal Deluxe Edition
Credit Union Benefits
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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
Cross-sell products and services on tax
pages
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Members visit the tax page 5-6 times
during the tax process
3% click through rate
ADT
Credit Union Benefits
Credit Union Member Discount
• FREE ADT monitored home security
system* valued at $850
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$425 in additional equipment exclusive
for credit union members
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Glass break detector
1 additional wireless remote
3 additional door/window sensors
Fire and emergency panic alert
*With $99 customer installation and purchase of alarm
monitoring services
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Effective tool to promote the addedvalue 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
DIRECTV and Allied Moving Benefits
Credit Union Member Discounts:
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Members can save $160 on new DIRECTV service
• $10 off monthly service for the first 12 months
• $40 rebate from the Love My Credit Union Rewards Program
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Credit union members can save up to 60% on out-of-state and/or local
moving and storage needs.
Marketing Requirements
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Quarterly member communication
– Complete at least one member communications each quarter for four quarters, annually.
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.
Member Quarterly Communication Tactics
 Quarterly paper statement inserts or e-statement onsert, must reach at least 95% of
members. (Text only statement messaging is not acceptable to meet requirement).
 Direct mail promotion to at least 75% of members.
 Quarterly newsletter article and/or ad, must reach at least 95% of members.
 Email marketing message – can be used to fulfill one quarterly requirement if credit union will
email to at least 50% of members. If credit union will email to 75% or more members, this
tactic can be used multiple times.
 Program banner and URL link on home banking/online banking pages for at least one
quarter. Can only be used to fulfill one quarterly marketing requirement. This option is in
addition to the web banner requirement.
 Sprint ONLY Additional Option
 Invite Sprint (through CUSG) to participate in the credit union's member day event at the
credit union - providing Sprint space to set up information. (Must have a member base of
at least 5,000 members).
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Marketing Requirements
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Website Promotion
– Multi-partner program banner placed on the credit union website home page
within 30 days of enrollment and ongoing thereafter as long as your credit
union is enrolled in the program.
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Lobby Promotion
– Place program lobby materials (paper or digital) in all credit union lobbies
within 30 days of enrollment and continuously thereafter.
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Employee and SEG Communication
– Include program information in human resources new hire and employee
group packets within 60 days of enrollment and ongoing thereafter.
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Additional Marketing Suggestions
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Additional banner location suggestions
 GM and Credit Union Auto Club
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Loan page
Rates page
Member discount page
Member benefits page
Insurance page
 Sprint, DIRECTV, ADT
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Member discount page
Member benefits page
Home equity loan page
Home mortgage page
Home banking page
Additional Communication Tactics
 Utilize social media to enhance quarterly marketing requirement i.e. Facebook, Twitter, Blog,
mobile app marketing
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TurboTax Marketing Requirements
Promoter Level Marketing Requirements – January 1st through April 15th
The communications items listed below must be completed during the program period of January
1st through April 15th as indicated. Logos and program discount information must be included in
each communication. CUSG provides FREE turnkey marketing materials to your credit union to help
to promote the program to your members and optimize your results.
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TurboTax program banner placed on credit union website home page above-the-fold during the period
of January 1st through April 15th
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TurboTax program banner or text link placed on the online banking/home banking pages, above-thefold, during the period of January 1st through April 15th
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Email #1 – January 22nd
Email #2 – February 5th
Implement tax “keywords” into credit union site search function which direct members to the TurboTax
banner or link on inner pages of credit union website
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Required dates of January 10th – February 20th and again March 23rd – April 15th
Email Communication – Two dedicated TurboTax email messages sent to members on the below
specified dates
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Required dates of January 10th – February 20th and again March 23rd – April 15th
Tax keywords available to credit union as part of marketing materials provided by CUSG
Sweepstakes messaging on statement insert, e-statement, onsert or newsletter article on or before
2/9/15
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TurboTax Marketing Requirements
Participant Level Marketing Requirements – January 1st through April 15th
The communications items listed below must be completed during the program period of January
1st through April 15th as indicated. Logos and program discount information must be included in
each communication. CUSG provides FREE turnkey marketing materials to your credit union to
help to promote the program to your members and optimize your results.
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TurboTax program banner placed on credit union website home page above-the-fold
during the period of January 1st through April 15th
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Required dates of January 10th – February 20th and again March 23rd – April 15th
TurboTax program banner or text link placed on the online banking/home banking
pages, above-the-fold, during the period of January 1st through April 15th
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Required dates of January 10th – February 20th and again March 23rd – April 15th
Additional banner location suggestions:
• Tax center page
• IRA page
• Member discount or member benefits page
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Marketing Reimbursements
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Sprint
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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:
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ADT
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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
Credit union is eligible to receive $50.00 per member purchase of each new ADT home security
services
Credit Union Auto Club
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Credit union is eligible to receive $5.00-$9.00 for each membership purchased
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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
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Marketing Materials
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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
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Enroll Today
• Visit the Partner Center at LoveMyCreditUnion.org and click
on MyDashboard to enroll
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Learn More
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Subscribe to our monthly Love My Credit Union Rewards newsletter
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Visit our exclusive Partner Center site for credit unions and
leagues/LSCs
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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]
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