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Unite for GoodA shared vision for the credit union movement.
Shared values:Where it all begins
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Cooperative
Collaborative
Member-centric
Community-focused
Dedicated to financial wellbeing
Shared values:
Shared vision:
Americans Choose Credit Unionsas Their Best Financial Partner
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A unique opportunity:There is a cultural shift happening in America that should benefit credit unions.
A cultural shift: More values-basedproduct purchases
Distrust of big corporations
Gen Y: 80 million strong,and making decisions they
could keep for life.
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A cultural shift: More values-basedproduct purchases
Distrust of big corporations
Gen Y: 80 million strong,and making decisions they
could keep for life.
Heather RistowOperations DirectorHeritage Credit Union
“Our goal…is to tell the story of who we are–doing what’s right for our members. This is
our invitation for consumers to…experience all the benefits that go along with being a
member of Nationwide.”- Matt Jauchius, Nationwide’s Chief Marketing
and Strategy Officer.
A cultural shift:
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Over a one-year period, 2.2 million new members.Over a one-year period, 2.2 million new members.
A cultural shift:
“Costco is also courting customerswho are fed up with their banks. ‘A lot of
members think their bank fees are too high, or the trust level has gone down over the years,’ said Jay Smith, Costco’s director of business
and financial services.”
A cultural shift:
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Our unique advantage:The values-based business model of America’s credit unions.
Our unique advantage: People over profit
Banking with a conscience
A focus on members
Built around “your needs”
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Americans choose credit unions as their best financial partner.
A shared storySuccessful stories tapinto cultural movements
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A shared story:The power of teamwork
More than a vision: strategic storytelling
A focused story with apowerful message
United action can change the story about credit unions
A shared story:
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Weaves our story intothe cultural shift
Answers what people wanttheir primary financial
partner to stand for
Presents a story thatlawmakers want tobe associated with
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Unite for Good: Working togetherfor a shared credit union version
Our shared agenda:
Remove barriers
Build awareness
Foster service excellence
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Our shared agenda: Remove barriers
Ensure a favorable environment
Enhance the credit union charter
Our shared agenda: Build Awareness
Increase awareness of credit union value
Attract, retain and develop younger, diverse leaders, employees and members
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Stacey WalkerBoard MemberXCEL Federal Credit Union
Our shared agenda: Foster ServiceExcellence
Deliver the best experience, service, technology, education and financial resources
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Our shared goals:
55 million PFI members
Total membervalue of $20B
Proof of success by 2023
What CUNA has done:
Developed tools
Helped share stories
Promoted participation
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What CUNA has done:
What credit unions are doing:
Telling their story
Reaching out to communities
Speaking out for credit unions
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What credit unions are doing:
What credit unions are doing:
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What credit unions are doing
(Don’t Tax My CU):
>1 million contacts
3 million through social media
Engaging members, staff
What credit unions are doing
(Don’t Tax My CU):
Alan MeyerCEO1st MidAmerica Credit Union
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What can you do?
Remove barriers
Create awareness
Foster service excellence
Removebarriers:
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Create awareness:
Foster service excellence:
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Tools to help:
Select “ share stories” from
the menu and create a new
Select which Unite for Good™
Comment on other credit
Tweet us at #UniteforGood
TM
TWITTERUse Twitter to share information with the global credit union
Tweet :
Interesting articles
Retweet media outlets in
FACEBOOKUse Facebook to create a virtual
You can: Post articles Announce events Ask a question
Connect with members and local businesses
Announce a contest
INSTAGRAMUse the Instagram
BLOGUse a blog as an online
VINE
Tweet us at #UniteforGood
TM
www.uniteforgood.org
When we Unite For Good, Americans will choose credit unions
as their best financial partner.
