Maximizing your Retail Investment Services Program’s Effectiveness

Available Now: Watch this webinar as many times as you like over the course of 6 months!

In today’s environment, credit unions need to manage their balance sheet and members’ financial health. Retail investment programs can act as a balance sheet management tool while assisting members. But marketing and managing these programs in a competitive environment can be challenging for credit unions.

With  the completion of the 2010 Retail Investment Services Study, authors Pete Snyder (Snyder Consulting Solutions) and Lydia Cole (Callahan & Associates) provide viewers with the fundamentals of established financial modeling and staffing benchmarks that credit unions should utilize when determining the overall performance and  productivity levels of their retail investment services programs. Data presented include a set of key ratios for a program's financial engine and guideline benchmarks that signal the need for adjustments to program staffing models to ensure continued high levels of member investment account service.

This webinar also provides insight into financial modeling performance benchmarks and other best practices of the top performing investment services programs in the credit union industry.  Credit union speakers share experiences and practices from their own retail investment programs. 

Specialty topics covered:

• Marketing Investment Services – should your credit union marketing team be fully integrated with the investment services area? What compliance and strategic issues must you consider when marketing the program to members?
• Using the Program as a Balance Sheet Tool – can your credit union effectively move excess shares from the balance sheet to the investment program?

Who should watch?
We recommend you gather key players on your management team to watch this event together. Then, continue the dialog internally to put these lessons into action. All registrants also receive unlimited access to the recording—available anywhere with an Internet connection.

Special Note: If your credit union participated in or purchased the 2010  Retail Investment Services Study, you are able to watch this webinar for free. Contact Lydia Cole at lcole@creditunions.com for more information.

Pete Snyder | Principal Snyder Consulting Solutions
Lydia Cole | Industry Analyst Callahan & Associates