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Case Study: How Mission FCU Integrated Online Calculators into Its Digital Marketing Strategy

Case Study: How Mission FCU Integrated Online Calculators into Its Digital Marketing Strategy

February 8, 2013

Best Practices for CULookup.com Calculators

In 2012, CULookup.com’s award-winning financial calculators exceeded more than 2 million calculations by online users, representing a 22 percent increase from the 1.65 million calculations in 2011. Nearly 545,000 unique visitors performed calculations, either on CULookup.com or on credit union websites. The calculators were launched in February 2010 as a free NAFCU-member benefit and for use by other credit unions as well. Since then, more than 5,800 customizable calculators have been created by NAFCU members and other credit unions. The calculators are easy to implement and can be customized to match a credit union’s branding.

The calculators are available to the public on www.CULookup.com, and are free for NAFCU members to use on their websites. There are 30 calculators that cover financial topics such as home buying, saving, borrowing, retirement, and auto financing. The most popular calculators are found in the auto, mortgage, and loan payment sections.

Mission Federal Credit Union started using CULookup.com calculators in June 2012, and since then has topped the charts in the number of visitors to their embedded calculators. In this podcast, Robin Martin, Multimedia Producer and Developer at Mission FCU, discusses how he successfully integrated

CULookup .com calculators into his digital marketing strategy. Robin shares tips on how to drive traffic to the calculators and the feedback he has received from members.

Mission Federal Credit Union is based in San Diego, CA and has over $2.3 billion in assets.

Optimizing Online Interaction with Your Members

Optimizing Online Interaction with Your Members

February 8, 2013

You’ve probably noticed the way your members are interacting with you is changing. More than half of Generation X and Y actively use online banking while 46 percent of baby boomers do as well. Mobile banking is now used by 33% of mobile users. In order to leverage these data points into meaningful, member-centric interactions, credit unions must actively pursue the convergence of marketing into their technology solutions.

Since their inception, credit unions have enjoyed a higher level of member satisfaction than other financial institutions. As relationships increasingly move online and away from traditional face-to-face interactions, how can your credit union retain its strong bond with your membership? How important is your bricks-and-mortar presence as online and mobile banking grow?

In this podcast, Paul Fisher, Chief Technology Officer at Insuritas, discusses how data collection and personal targeting can help members feel and stay connected to their credit unions. He explains how to get started and measure success. Paul shares tips for your website that you can implement right now.

Paul is speaking at the NAFCU Technology and Security Conference in Austin, TX, February 26–28. He and Dash Lavine, Director of Mobile Analytics/Partner Integrations at Webtrends, will present “Technology’s Role—Optimizing Member Experience to Drive Business Success.” Learn more.

Insuritas is the NAFCU Services Preferred Partner for Outsourced Insurance Agency Solutions.

CULookup.com’s Record Numbers for Bank Transfer Day - KGO NEWSTALK Radio in San Francisco

CULookup.com’s Record Numbers for Bank Transfer Day - KGO NEWSTALK Radio in San Francisco

November 8, 2011

Nov. 8, 2011 – NAFCU continued to tout the benefits of belonging in member-owned, non-profit credit unions in news interviews following up on the Nov. 5 Bank Transfer Day event and its impact in delivering new credit union members.

Patty Briotta, NAFCU’s public relations manager, did a follow-up interview Monday with KGO NewsTalk (810 AM) in San Francisco. She last spoke on the program in late October. Pointing to consumers moving “from Wall Street to Main Street,” Briotta said credit unions have been seeing a marked rise in new members and accounts throughout the month of October in response to big banks' new fees. She also noted the highest traffic ever in one day for CULookup.com, NAFCU’s credit union locator site.

Findings of the 2010 Securian Debt Protection & Credit Insurance Benchmarking Survey

Findings of the 2010 Securian Debt Protection & Credit Insurance Benchmarking Survey

December 20, 2010

Whether debt protection or credit insurance, choosing the right program for your credit union can be challenging. In this podcast, we uncover the key findings of a best practices survey that may serve as a blueprint for credit unions to consider as they compare debt protection and credit insurance options. We speak with John Gibbons, National Sales Director for Securian Financial Group. With over 9 years of experience working with credit unions, John leads a national team of sales professionals with specific expertise in credit insurance and debt protection program consultation and design at Securian. John played an integral role in putting together this study.

Securian Financial Group is the NAFCU Services Corporation Preferred Partner for Credit Insurance & Debt Protection for credit unions.

Contact: Mr. John Gibbons, National Sales Director, Securian Financial Group, Phone: (612)234-1018; Email john.gibbons@securian.com; Website: www.securian.com

Interviewer: David C. Frankil, President, NAFCU Services Corporation, Phone: (703) 842-2226; Email: dfrankil@nafcu.org

Show References: www.nafcu.org/securian

NCUA Investment Due Diligence (NCUA Letter NO: 10-CU-18)

NCUA Investment Due Diligence (NCUA Letter NO: 10-CU-18)

December 20, 2010

NCUA now requires credit unions to evaluate and document specific fundamental elements before purchasing an investment. In this podcast, we discuss how these new investment due diligence guidelines will affect credit union executive benefit plans with Tom Telford, Consultant with Burns-Fazzi, Brock. Tom has 12 years of experience in executive compensation consulting. He has been an advisor to various credit union, banking, insurance and non-profit organizations. As a registered investment advisor, Tom’s expertise is focused on institutional investment strategies to fund executive compensation plans.

Burns-Fazzi, Brock, is the NAFCU Services Corporation Preferred Partner for Compensation Consulting Services for credit unions.

Contact: Mr. Tom Telford, Consultant, Burns-Fazzi, Brock, Phone: (801)916-8444; Email: ttelford@bfbbenefit.com; Website: www.bfbbenefit.com

Interviewer: David C. Frankil, President, NAFCU Services Corporation, Phone: (703) 842-2226; Email: dfrankil@nafcu.org

Show References: www.nafcu.org/bfb

The Reality Behind Cyber-War: Discussion with Joseph Menn, author of Fatal System Error

The Reality Behind Cyber-War: Discussion with Joseph Menn, author of Fatal System Error

December 16, 2010

The recent cyberwar that has erupted over WikiLeaks is just the latest evidence of what can and is happening on the Internet. From their initial beginnings extorting cash from online gambling sites to today’s botnets and denial-of-service attacks, today we’ll be hearing about who is doing this, what they are doing, and the international hunt for the new crime lords that are bringing down the Internet. You’ll also hear a real-world adventure story – for example, what would you do if the chief of police in Astrakhan invites you to go boar hunting after dinner, the night before you’re about to arrest a major hacker? Listen to the podcast and come to the NAFCU 2011 Technology & Security Conference to hear the answer!

In this podcast we visit with Joseph Menn, author of Fatal System Error, & a speaker at the upcoming NAFCU Technology & Security Conference, February 15-17, 2011, in Las Vegas.

Joseph Menn is the author of Fatal System Error, which is on the recommended reading list for the U.S. Strategic Command (charged with protecting U.S. interests in cyberspace). Mr. Menn also covers cyber security and other technology issues for the Financial Times, after a decade on the same beat for the Los Angeles Times. This is his second book, and he is also a two-time finalist for the Gerald Loeb Award, the top prize in business reporting.

For more information: www.nafcu.org/technologywww.fserror.com

Interviewer: David C. Frankil, President, NAFCU Services Corporation, dfrankil@nafcu.org; (703) 842-2226

Economic Outlook: Post Mid-term Elections and Federal Reserve Meeting

Economic Outlook: Post Mid-term Elections and Federal Reserve Meeting

December 1, 2010

What will the mid-term elections and the most recent Federal Reserve meeting mean for the economy? In this podcast, we meet with Hillary Elder, Vice President and Director for Money Market Strategies with HighMark Capital Management to discuss the transition of political power and its impact on trends in tax policy and regulation. In addition, we discuss what the outlook is now for interest rates, currencies and the markets. Hillary has been manager of NIFCU$ since joining the firm in 1995, and in total her team manages over $6 billion in assets. She has over 27 years management, custody and operations experience in the investment industry.

NIFCU$, The National Investment Fund for Credit Unions, is the Preferred Partner for credit union investments.

Contact: Ms. Hillary Elder, Vice President and Director-Money Market Strategies, HighMark Capital and manager of the National Investment Fund for Credit Unions (NIFCU$); hillary.elder@highmarkcapital.com; Website: www.nifcus.com

Interviewer: David C. Frankil, President, NAFCU Services Corporation; dfrankil@nafcu.org; (703) 842-2226; Website: www.nafcu.org/nafcuservices

Show References: www.nafcu.org/nifcus