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Wednesday, January 18, 2012

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• State Participation• Credit Union Agreement Status• What’s New

– Enhanced GM Program– Sprint Business Referral Program – Dell Monthly Coupons– IIA Sweepstakes

• Updates & Reminders– TurboTax Follow-up– Sprint Addendums– Online Campaign– League Tracking Report

• 2012 LSC Communication Schedule

Percent of IIA Participating Credit

Unions

GM PTD Sales as a Percent of Participating

Membership

Michigan 91% Arkansas 5.56%

Delaware 73% Wyoming 1.86%

Nebraska 71% Texas 1.81%

Missouri 63% Louisiana 1.76%

Hawaii 60% DC 1.43%

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Percent of Sprint Participating Credit Unions

Credit Unions Added Year to Date 2011

Michigan 72% Texas 39

Hawaii 55% Florida 31

Florida 45% Pennsylvania, Alabama

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Delaware 42% California 27

Tennessee 42% Nebraska 25

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12/10 12/11 Increase

Big Ticket 2,407 2,617 210

Sprint 1,205 1,560 355

Member Rewards 2,324 2,547 223

TurboTax 955 1,059 104

• Check on the status of your credit unions with the League Reports at: http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html

Credit Unions

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Over 3,300 Supporting Credit Unions!

Program Support Continues to Grow!

Enhanced Program/Marketing Resources to Drive Increased Sales and Loan Volume

Two levels of program will be offered:Premium Package•Preferred Pricing•No GM subvented rate financing•CUSG provides customized marketing materials and dedicated resources•High-level marketing requirements for CUs

Standard Package•Preferred Pricing•No GM subvented rate financing•CUSG provides turnkey marketing materials and resources•Base-level marketing requirements for CUs

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Participation Level Comparison Program OfferBenefits Premium Standard

Discount: Preferred Pricing X XEmployee pricing for credit union employees X No GM subvented rate financing X X Access to GM special offers X Printed Materials: Custom inserts/take ones X Printed Materials: General inserts/take ones X X Printed Material: Free general lobby posters X X Web Banners: Custom X Web Banners: General X X

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Participation Level ComparisonProgram Offer (con’t)

Benefits Premium Standard

Email services from CUSG X X Occasional GM email marketing services X E-statement creative X X Newsletter articles and email messages copy X X Email templates X X Client Relations support to optimize results X Training and general support X X

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Participation Level ComparisonMarketing RequirementsMarketing Requirements Premium Standard

• Include in quarterly statement inserts/E-statements

• A direct mail/loan promotion piece • Conduct email marketing campaign

Complete any combination of two (one within first 6 months of enrollment)

Complete one (within first 6 months of enrollment)

Promote through newsletter/website articles within first 6 months of enrollment X X

Utilize lobby materials within 60 days of enrollment – take ones, posters X X

Place web banners or links on website on home page and loan page within 30 days of enrollment (additional suggested locations: rates page, discount page, insurance page, etc.)

X X

Include consumer overview piece in Human Resources new hire and employer group packets within 60 days of enrollment

X

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Date Partner Activity

Jan 18 CUSG Revised program announced to Leagues

Early Feb CUSG Email announcement to CUs Opt-in form posted in Partner Center Updated sales materials posted in Partner Center

Early Feb Leagues CU opt-in support efforts begin

Early Feb CUs All CUs remain eligible for Preferred Pricing CUs that opt-in for revised program eligible for benefits

Mid-Feb CUSG Consumer marketing materials posted in the Partner Center Client Support activity provides implementation support to Premium

CUsJun 15 CUs Last day for non-enrolled CUs to receive Preferred Pricing

Jun 16 CUSG/GM CU drop down list includes enrolled CUs only System updated to recognize all enrolled CUs Communications to dealer and field networks

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New Sprint Customers1. Members complete Eligibility Verification Form and return to Sprint within 14 days. 2. Sprint will email member, usually within 3 business days that they received form.3. It will take 1 to 2 billing cycles for the member to see the discount on their bill.

Existing Sprint CustomersExisting Sprint customers must go on line to get form and return via fax with member

verification prior to being eligible for credit union member discount.

Any of the following items are acceptable for member verification*:• An Account/Loan Statement from the CU (max. 60 days old)• A Debit/Credit Card issued by the CU• A CU Member Card or ID Badge• A Voided/Cancelled check• Screen shots of online banking login or account pages will be accepted as long as the login ID corresponds with the customer

name

*The form directs the member to black out completely or delete all confidential information

Improvement actions: • Provide content for Leagues and CUs to post on websites• Working to implement streamlined, user friendly verification process

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• Program Period: November 1 – December 31, 2011• Members of participating credit unions as of October 14, 2011 were eligible to

enter the Invest in America Sweepstakes and could win one of these fantastic prizes:

– Grand Prize – 2012 Chevy Cruz LTZ (Estimated retail value of nearly $28,000)– First Place – Sprint wireless package, including a tablet, Smartphone and gift card (Estimated retail

value of $5,000)– Second Place - $1,500 gift card to spend at Shop America

• We had a total of 15,516 registrations and a total of 92,913 entries (averaging 6 entries per registrant)

• 8,849 people signed up to receive Invest in America emails • Winners were drawn on 1/3 and had 10 days to either decline or accept their prize• Winners will be announced in the February 2012 newsletter

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• Dell’s best pricing through www.LoveMyCreditUnion.org– Member save up to 30% on select PC’s, tablets, TV’s, & accessories

• Dell Advantage offers best price and protection on packages over $699– One year In-home service– Accidental Damage Insurance for one year– Premium phone support on hardware and software – 15 months of anti-virus security– 5% back in the form of a Dell gift card

• Monthly special provides a coupon code for additional savings• Marketing materials and monthly coupon available to credit unions

through the Partner Center on www.LoveMyCreditUnion.org

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Tax Season Key Dates and Marketing Best PracticesRemind credit unions that are enrolled in the TurboTax and/or Jackson Hewitt member discount programs to take advantage of your FREE marketing collateral which includes:

Marketing Collateral Cost Services Key Dates

Co-branded StatementInserts & Branch Posters

FREE CU Solutions Group (CUSG) pays for the printing and shipping costs to the CUs mail house, branch offices, etc.

Order by 1/20/2012

Web Banners(Static and Animated)

FREE If the CUs need a custom-size Web banner, CUSG provides them in whatever size needed at no cost to the credit union

Post BannersDecember – April

Co-branded HTMLEmail Templates

FREE If the CU doesn’t have the ability to send the HTML email on their own, CUSG can send the emails to their members list on their behalf for FREE

Send first email by1/27/12

Newsletter, Email &Social Media Messaging

FREE Available in the Network Include in membercommunications by 1/26/12

New This Season: TurboTax now offers Live Tax Advice for Free by phone and Web chat so CU members will feel even more confident about using TurboTax to file their tax return!If your credit unions haven’t enrolled in the Invest in America tax service programs – it’s not too late. They can enroll online at: http://www.lovemycreditunion.org/Agreements---Tax-Preparation-Programs-727.

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• 97 addendums have yet to be submitted

• CUSG will prepare a list of these credit unions for each league for follow-up by the end of January

• A certified letter will be emailed to each CU that has not returned the required Sprint addendum to inform them that their marketing incentive payment will be calculated at the Non-Exclusive participation level ( 50% of their membership)

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• The display campaign drove 132 million impressions and a Click Through Rate of .20%, which exceeds the industry benchmark of .09%

– The Home Improvement banners and Rich Media banner provided the highest ROI

• The search campaign drove 15 million impressions and a Click Through Rate of .92% with clicks increasing over 12% in November with the implementation of Google Site Links

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• A report to track league marketing and sales activities for IIA programs

– Sprint Sales Activity– Sprint - Marketing Efforts– IIA - Marketing Efforts

• Updated by Leagues Quarterly• New report available through NBC’s

and on the Partner Center in the LSC Resources by end of January

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Action Requested•Submit quarterly updates by the 15th of the month following the end of the quarter using the revised form•Updates to be completed on revised Excel Document•Updates to be sent to InvestinAmerica@CUSolutionsGroup.com•With the new League Agreement coming soon and a revised tracking form under development, your updated tracking report including a full year plan is due 2/29/12

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• League Conference Calls will be held the 1st month of each quarter on Wednesday’s at 3pm EST*

– January 18, 2012– April 18, 2012– July 18, 2012– October 17, 2012

• Access Information

– Toll free: +1 (866) 816-1627– Conference ID: 1177265367

*Attendance required for Leagues Endorsing or Partnering with Big Ticket and Endorsing Member Rewards

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