Transcript Document

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 GM, Credit
Union Auto Club, DIRECTV, TurboTax, and Allied Moving Services.
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 Credit Union Auto Club program.
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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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
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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
Giveaway” Sweepstakes
Participant Level
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Credit Union Benefits
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$5 off the Federal Deluxe Edition
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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
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 Invest in
America 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.
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Marketing Requirements
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Website Promotion
– Multi-partner banner placed on credit union website, preferably home
page, within 30 days of enrollment and continuously thereafter.
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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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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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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
 DIRECTV
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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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Marketing Reimbursements
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Credit Union Auto Club
– 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
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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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