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Financial Education Helps Build Lasting Relationships With Employees and Customers Credit union
service organizations learn about how Joe Saari, President
and CEO of Madison, Wisconsin-based Precision Information, LLC, a leading
provider of interactive financial education materials and tools, will
speak about the value financial education initiatives provide CUSOs
and the credit unions they serve. Saari believes that
the current financial environment provides a unique opportunity for
CUSOs and credit unions to strengthen relationships with their employees
and members through financial education initiatives. "In a market
where all financial service firms are working to build, and in some
cases regain trust, CUSOs and credit unions are uniquely positioned
to stand out by emphasizing financial education initiatives because
education has always had a role in their missions" said Saari.
Saari's speech,
entitled, "An Educated Customer is a Better Customer," will
focus on the demand that exists for financial education, its proven
benefits to both its recipients and providers, as well as how to deliver
an effective financial education program. Saari will also open up part
of each session for questions and answers on financial education initiatives. "I'm very excited
to have the opportunity to speak on this topic at the NACUSO Conference,
not only because I will be able to spread the word about financial education,
but also because I will be able to learn firsthand how the industry
thought leaders view the state of financial education in the CUSO industry
-what they think is going well and how they think it can be improved."
An appointed member
of the Governor of Wisconsin's Task Force on Financial Education in
2002, the highly-energetic Saari will speak in two sessions on the last
day of the four-day conference. He will stress that financial education
can provide the best of both worlds; it improves the well-being of the
employees and customers who receive it, while also increasing the profitability
of the CUSOs and credit unions who offer it to them. "Financial
education initiatives provide an ideal nexus between doing the right
thing and improving business-not just for CUSOs and credit unions, but
for all financial service firms who provide financial education. For
many employees, properly delivered financial education initiatives lead
to increased financial wellness, which can lower stress, improve productivity,
and increase retention," explained Saari. "Customers who receive
financial education from their financial service provider will often
associate their improved financial wellness with that provider. As a
result, financial service firms can actually lower complaints, increase
loyalty and grow their businesses through financial education initiatives
targeted at their customers." The 2003 National
Association of Credit Union Service Organizations (NACUSO) Annual Conference
will take place at Caesar's Palace in Las Vegas, Nevada, from May 6
through May 9, 2003. Precision Information
is a leading provider of interactive financial education products to
financial service firms and millions of individual investors. PI's customers
benefit from the company's proprietary database of more than 2500 pages
of articles, tutorials, definitions, and quiz questions. Such industry
leaders as Ameritrade, Morningstar, Intuit, and New York Life rely on
Precision Information to provide accurate, reliable, unbiased, engaging
and easy-to-use NASD-compliant material through web, print, and software
applications. PI's flagship software product, The Encyclopedia of
Personal Finance 2003, is the most comprehensive personal finance
education resource available for the individual investor. For more information, call Precision Information at 888-345-1285, or log on to the company's web site at www.precision-info.com.
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