Educated Investor: Financial Success Suite

Educated Investor: Financial Success Suite - Benefits

The Financial Success Suite was developed by credit unions for credit unions in order to help you discover the bottom line benefits of financial education:

Attract New and Stronger Member Relationships

New York Life used the Educated Investor Financial Success Suite to increase its new online sales leads and transactions by more than 2500%!

Program Goals:	2003	2007	% Growth
New Sales Leads	3,100	78,800	2,500%
New Transactions	447	11,353	2,500%

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Generate New Sales and Service Opportunities

Desert Schools Federal Credit Union used financial education for a sales and service push that led to a 275% increase in new sales and a 325% increase in gross revenues.

Program Goals:	2004	2005	% Increase
New Sales	$20 million	$55 million	275%
New Non-Interest Revenue	$0.8 million	$2.6 million	325%

Mountain America Credit Union used financial education as part of a major sales and service push that led to year-over-year growth of over 100% in new deposits.

Program Goals:	Jan-Apr 2006	Jan-Apr 2007	% Increase
New IRA Deposits	$13.5 million	$26.1 million	92%
New Term Deposits	$94.7 million	$213.6 million	125%

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Serve Underserved Markets More Effectively

What better way can your credit union help the less fortunate than to bring them the knowledge that will help them ELEVATE their current situation?

Tied in with many promotions and incentives, the Financial Success Suite can be a powerful tool to help better serve the underserved.

Below is just one example of how other credit unions are leveraging the Financial Success Suite to generate AMAZING results for the underserved:

Mazuma Credit Union Case Study: "Empowering members to escape the payday lending cycle by leveraging the Financial Success Suite", COMING SOON

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These results can work for you too! Just contact us at 1-888-345-1285 or click the "Learn More" link below.