Transcript Credit Union Member Discount

Love My Credit Union Rewards
Invest In America
Program Bundle Overview
Overview
The Love My Credit Union Rewards Invest In America program bundle
offers credit union members great discounts from trusted America
companies including CU Road Pal, DIRECTV, TurboTax, 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 CU Road
Pal and DIRECTV 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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Marketing Requirements - Ongoing
• 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.
• Lobby Promotion
– Place program lobby materials (paper or digital) in all credit
union lobbies within 30 days of enrollment and continuously
thereafter.
• 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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Marketing Requirement - Overview
Ongoing Marketing
• Home Page Banner
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All Bundle banner placed on your
credit union website home page
within 30 days of enrollment and
ongoing
Quarterly Marketing
• Quarterly Member Communication
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Complete one member
communication each quarter for
four quarters, annually
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• Lobby Materials
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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
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Include program information in
human resources new hire and
employee group packets within 60
days of enrollment and ongoing
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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.
Please visit the Partner Center for complete marketing requirements
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TurboTax Marketing Requirements
Promoter Level
• Website home page banner placement
• Place a TurboTax banner on the home page of your CU website, abovethe-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
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1st email send date 01/14/16
2nd email send date 02/04/16
Additional Marketing Suggestions
• Additional banner location suggestions
 CU Road Pal
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Loan page
Rates page
Member discount page
Member benefits page
Insurance page
 DIRECTV
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Member discount page
Member benefits page
Home equity loan page
Home mortgage page
Home banking page
 TurboTax
• Tax center page
• IRA page
• Member discount or member benefits page
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Marketing Reimbursements
• CU Road Pal
– 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
• DIRECTV
– Credit union is eligible to receive $10 per member
purchase of each new DIRECTV service plan.
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Marketing Materials
• CUSG provides FREE
marketing materials and
marketing support to all
enrolled credit unions
• Marketing materials include
– Website banners
– Lobby materials
Lobby Poster
Statement Inserts
• Paper and digital
– Statement inserts
– Email messaging
– eStatement onserts and
messaging
– Newsletter messaging
– Social media messaging
Email Messaging
Website Banners
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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
Click here for complete program details
Credit Union Member Discount
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Promoter Level
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$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
Participant Level
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$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
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
Click here for complete program details
DIRECTV
Credit Union Member Discount
Members can save up to $200 on NEW
DIRECTV service
• $60 service discount
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$5 off each month for the first 12
months of service reflected on
monthly statements
• $140 Visa gift card
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Courtesy of Love My Credit Union
Rewards and DirectStar TV
Credit Union Benefits
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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
Allied Moving Benefits
Credit Union Member Discount
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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.
Credit Union Benefits
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Build member loyalty and retention
Link to home mortgages
FREE marketing materials for statement
mailings, newsletters, website and lobby
distribution, and more
Enroll Today
• Visit the Partner Center at LoveMyCreditUnion.org and click
on my Dashboard to enroll
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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]
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