Marketing

with

Winter 2018 A NEW APPROACH:

Attracting New Members
in this issue:

A New Approach: Attracting New

Members in the New Year

s
Helping Your Members Get their
in the New Year
Finances in Shape Deciding to switch to a new provider for your mortgage, checking account or other financial
needs is a big deal for most people. So not surprisingly, it takes a significant life change—
s such as purchasing a home, getting married, or having kids—to make most people consider
switching to a new financial institution. Though you as a credit union may have little control
What’s On Your List of To-Do’s? over the “why” someone chooses to switch institutions, you can have a lot of influence over the
“where” they choose to go.
s
2019 Holiday Closing Posters
The top deciding factors for most people when making the move
s to a new financial institution are:

January 2019 Quarterly Idea Sheet Convenient locations | Wide range of products | Positive word of mouth

Increasing POSITIVE WORD OF MOUTH

NEXT with REFERRAL MARKETING

UP. . .
To stay relevant in an increasingly competitive space, it’s
necessary for credit unions to find ways to set
themselves apart from other institutions – a
formal referral marketing program or
promotion can be an extremely effective
way for credit unions to do so. A referral
program with compelling rewards
Check out the upcoming not only sets the stage for credit
unions to acquire new members, but
CUA Spring 2019 newsletter also rewards existing members for
for the “How to” on their recommendation. It inspires
loyalty and excitement among
promoting your referral membership while promoting a
sense of community.
marketing program.
 Helping Your Members Get their Finances in Shape
Everyone knows New Year’s is a prime opportunity to make new resolutions, but we also know
that making the list is a lot easier than sticking with it. What better way to show your members
you’re here to help than by helping them stick with their financial resolutions for 2019? From
budgeting and paying off debts to purchasing a car or home, you can help your members
achieve their goals throughout the year by promoting your services, running specials,
advertising rates and more.

WAYS YOU CAN CONNECT WITH YOUR MEMBERS QUARTERLY:

WINTER – Help members reduce the strain of leftover holiday debt by offering
special promotions on Debt Consolidation Loans, Credit Card Balance Transfers
and/or loan refinancing.
SPRING – Promote ways to help members optimize their savings, such as CD specials,
Christmas Club Accounts, Money Market Accounts, IRA options, and more.
SUMMER – Meet members’ needs to make big purchases with affordable financing
options by running consumer loan specials or giveaways/discounts for new credit card
accounts, mortgages, and other financing options.
FALL – Help members prepare for the impending holiday season with budgeting tips and tricks,
holiday loan specials, and credit card promotions.

WHAT’S ON YOUR LIST OF TO-DO’S?

We’ve got you covered.
No matter what you have planned for the New Year, CUAdvantage is pleased to offer
every product and service you need to effectively communicate with your members,
promote your products, maintain member relationships, and make as big
(or as little!) a statement as you need.

PRODUC TS & SERVICES

Offset Printing | Digital Printing | Graphic Design | Copywriting
Direct Mail | Newsletters | Brochures | Postcards | Banners
Posters | Annual Reports | Folders | Large Format | Branding
Tradeshow Displays | Promotional Products | Web Graphics
Email Marketing | Window Graphics | Photography

To learn more about our products and services, visit

www.cuadvantage.com or contact one of our representatives
at 877.799.0784.

e
w il l b
U n io na n c e o f
re d it
T h e C d in o b se rv
c lo se

GOOD FRIDAY
The Cre dit Uni on
clos ed in obs erva will be
nce of

FRIDAY
APRIL 19, 2019
MART
IN L
KING UTHER Still Need Your 2019
Holiday Closing Posters?
RS WIL L RES UME
NOR MAL HOU
Mon day, Apri
l 22, 201 9
JR. DA
Y
Janua MO
r y 2 1 , N D AY
2019
N O RM
AL H O
Tu es da
U RS W
y, Ja nu
IL L RE
SU M E
We’ve got fresh, new looks for the New Year. Contact us to
ar y 22
, 20 19
order your 2019 Holiday Closings posters today!

Winter 2018
January 2019 Q U A R T E R L Y I D E A S H E E T

Cheers to Savings
—— MINImize Your Car Payment ——
——Debt Consolidation Loan
with a CREDIT UNION AUTO LOAN ——Credit Card Balance Transfer
——New & Used Auto Loans
——Refinances —— Financial Goals to Guide You
through the New Year

Make 2019 the Year You…

ORDER YOUR 2019 HOLIDAY
——
——Make Over Your Home ——
——Home Equity Loans CLOSING POSTERS
——Home Equity Lines —— Love My Credit S TAN D ARD S I Z E: be
The Credit Union will of
closed in observa nce

of Credit Union Rewards 8.5” x 11” GOOD FRIDAY

——Own Your Own Home (portrait or landscape)

FRIDAY
APRIL 19, 2019

——Official Marketing
NORMA L HOURS
WILL RESUME
Monday, April
22, 2019

——Low-Rate Mortgage PRI CE: $5.00 each

Materials
Options ——TurboTax Other sizes with pricing
——Sprint are available. Add closing
hours and customize on w
ill be
it U ni rv an ce
of

——ADT IAL DAY

Cr ed se
Th e ed in ob

the dates as you need. MEMOR MONDAY

cl os

20 19
Ma y 27,

——TruStage Please contact your NOR MAL

HOU RS
Tues day,
WIL L RES
May 28,
UME
201 9

CUAdvantage
——Bundle representative for
more information.

Do you need your Privacy Policy printed

Friendly Reminders
——
this quarter? LET US KNOW! ——

—— Is It Time to Order Your Free Credit Report? ——Daylight Saving Time begins at
2:00 a.m. on Sunday, March 10th
——Information about Your Credit

—— Helpful Tips for Union Scholarship Program

——Request for Board/Supervisory

TAX SEASON Committee Volunteers

——HOLIDAY CLOSINGS
——Martin Luther King, Jr. Day
——Tax filing deadline
Monday, January 21
——E-file and direct deposit ——Presidents’ Day
——Tax forms from your credit union
Monday, February 18
——IRA contributions ——Good Friday
——Tax Loans from your credit union Friday, April 19

youth.
Styled for
SCAN ME!
Want to see the Youth January 2019
Q
solutions@c
cuadvanta
uadvantage com
ge.

Newsletter Ideas? Kids

U A R T E R L Y
I D
.com
E A
Q S H E
U A R E T
T E R L Y
I D E A S H E E T

Visit our website at www.cuadvantage.com or our — New Hobby — D ID

for the YOU
Facebook page www.facebook.com/CUAdvantageMS. New Year
GET CASH
FOR THE
HOLIDAY
ACTIVITY: S?
—
MAKE
Or, scan the QR code to the right with your smartphone Coin Ru COUNTIT
bbing s
!
to download a pdf now!
— Money Math:
Coin Caterpill
ars
Teens
 PRSRT STD
U.S. POSTAGE
PAID
CUADVANTAGE
main office
5171 Blackbeak Drive s Saginaw, MI 48604
eastern regional
satellite office
221 Meadow Lane s Franklin, VA 23851
northwest regional
satellite office
1981 SW Park Forest Avenue s Lake Oswego, OR 97034
mountain regional
virtual office
101 N. Rodney s Helena, MT 59601
t 989.799.0784 s 877.799.0784
fx 989.799.6446s 866.799.6446
bigideas@cuadvantage.com
cuadvantage.com
CUAdvantage Marketing Solutions is a full-service marketing
company specializing in the credit union industry. We are
experienced in providing exceptional customer service and
creating custom-designed marketing materials. Our graphic
designers pride themselves in creating new and innovative
pieces, while our copywriting puts your ideas to work. If you
have an idea that you’d like to bring to life, give us a call or
send us an email.
code to begin. Marketing Plans
Scan this QR
CUAdvantage.com!
Youth Programs
Connect instantly to
Direct Mail
Onboarding
Promotional Products
Social Media Strategies

Modern
Email Marketing
Banners
Posters
Corporate ID
Brochures
Newsletters

Display
cuadvantage.com

Printing