• Overview
  • Inside the Planner
Marketing Planner 2010 –
A NEW Interactive Guide to Help you Present your Plan and Justify your Budget

  • How can you gain buy-in from your Executive Team for your 2010 plans?
  • What key data will help you present the real value of your credit union’s marketing investment?
  • How does your marketing budget compare with your peers – by asset size and by region?

The Marketing Planner 2010 answers these questions…and more! Whether you are ready to present your final plan or are still refining it, this new tool will help you focus on key areas to build consensus.

Knowing what your peers are spending on their overall marketing budgets or how to demonstrate the return on your past investments could be the key to receiving that increased budget you are recommending for next year. We know that in times like these many credit unions are pulling back on costs, but marketing is not an area that you can pull back on if you intend to grow new members or assets.

Learn how to speak in terms that your entire Executive Team can relate to – even as they look to trim expenses back at every turn. This new online planner offers a look at every corner of marketing from Public Relations and Growing Wallet Share from Existing members to the Gen Y Opportunity. Order your copy today and gain access to webinar archives on the above topics and more!

Section 1
Aligning Your Plan with Strategic Credit Union Goals

Section 2
How Strong is Your Brand?

Section 3
Growing new Members: The Gen Y Opportunity Leveraging Employer Group Relationships

Section 4
Increasing Wallet Share among Existing Members

Section 5
Public Relations

Section 6
Community Outreach

Section 7
Measuring Results - How Does Your Marketing Investment Compare to Other Credit Unions?

Section 8
How to Talk So Your CEO Will Listen

 


Software
Peer to Peer

The most advanced financial performance software on the market-perfect for CFOs and CEOs who like to get their hands dirty with the numbers!     

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Corporate Peer

The most advanced financial performance software on the market-perfect for CFOs and CEOs who like to get their hands dirty with the numbers!   

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CUAnalyzer

Designed for anyone in the industry, new or veteran, CUAnalyzer uses the powerful engine of our Peer-to-Peer software but provides educational tools to back up the graphing and reporting capabilities.

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Branch Analyzer

A web-based program for financial and market share analysis on the nation’s 100,000+ bank and credit union branches, Branch Analyzer provides the data that will help you find growth opportunities for your organization.

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iConnect
A web-based credit union contact management database, iConnect is our most popular solution among Suppliers looking to partner with credit unions.
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Publications
Credit Union Directory
The premiere resource for connecting with the CU Industry, the Directory provides you with the latest contact information, financial data, and industry trends.
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CU Strategy & Performance (CUSP)
Each quarterly issue includes analyses, informative case studies, stimulating success stories, and more to help you achieve new levels of strategy and performance.
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Tech Guide
The only reference guide for navigating through the evolving CU technology landscape, includes detailed analysis and in-depth case studies to help you evaluate your technology purchases
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CUSO: Networks & Niches
Covers the CUSO market with articles, case studies, leader tables and complete contact information for nearly 900 CUSOs.
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Callahan Report
Offers essential strategic insights for credit union executives through industry leader analysis & data on credit union trends.
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CPA Guide
The only resource for gaining insight into the CPA market serving the CU industry. This guide provides you with the latest contact information, market rankings and multiple listings of credit unions and their auditing firms.

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Marketing Planner 2009
A NEW Interactive Guide to Help you Present your Plan and Justify your BudgetMore Info>

Research
Call Center
Credit Union Call Centers – A Strategic Asset for Your Organization (PDF e-Document)

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Mobile Banking

Integrating Mobile Banking Into Your Retail Delivery Strategy

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Retail Investments

2009 Credit Union Retail
Investment Services Study

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Vehicle Remarketing

2008 Vehicle Remarketing Report: Evaluating Third Party Versus In-House Remarketing

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Women in the Marketplace

A Unique Opportunity: Strategies for Reaching Women in the Marketplace Content

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Loan Protection

A research study designed to provide insight into the credit union loan protection market.

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