Posts Tagged ‘credit unions’

Thank you, Bank of America

October 28, 2011

Thank you, Bank of America, for implementing new and uncomfortable fees for your members. That is the impetus behind Bank Transfer Day, which has garnered national media attention for credit unions. This in turn has led to a large surge in inquiries about EverythingCU’s pioneering Online Switch Kit, which helps new members transfer their accounts from a bank to a credit union.

Happy credit unioning!

Bank Transfer Day is a beautiful thing!

October 27, 2011

Wow, all the publicity over Bank Transfer Day is so fantastic for all EverythingCU’ers! We’re also thrilled to be getting a flood of new inquiries about our Online Switch Kit lately… including being mentioned on CUESnet. We’ve been helping people switch from a bank to a credit union for 8 years, so it’s fun to see this getting such great attention from mainstream media.

I just spotted this ABC News clip being shared by a CU on Facebook:

The CU shown towards the end of the clip, where the young man makes the switch, is Charlotte Metro CU. They use a set of static PDFs to help people make the switch. ABC News reports this takes 12 minutes. Imagine how much faster it would be if they used EverythingCU’s Online Switch Kit!

Props to the more than 100 CUs who are already making it easier for their members! If you already have our Switch Kit, today is a great day to take another look at it and make sure everything is working perfectly with it.

Helping new members make the switch

October 20, 2011

Online Switch Kits continue to get excellent media coverage. Today, I received an email newsletter from the Northwest Credit Union Association (serving credit unions in Oregon and Washington), and was tickled to see an article on Switch Kits featured. The article is titled Can Switch Kits Increase New Member Satisfaction?

It was particularly happy for me to see this article appear in that trade publication since EverythingCU’s Online Switch Kit was born out of a session I attended at a 2002 CUES conference held in Seattle. There was a breakout session called Switch Kits presented by a credit union marketer from Pinellas County FCU. This breakout session was packed to standing room only. At that time, not many people were thinking about the online world, so it just seemed natural to me to create an online version of what they were writing out by hand, and thus the EverythingCU Online Switch Kit was born.

One point of pride for us with our Online Switch Kit: Since EverythingCU.com serves only credit unions, we have only credit unions as clients of this product. Therefore, the EverythingCU.com Online Switch Kit will NEVER help a person make the switch from a credit union to a bank…. only the “correct” direction, and that is from a bank to a credit union. We do have competitors, but as far as I know, none of them can make this claim.

If you aren’t one of the 112 credit unions already using the Online Switch Kit, what are you waiting for? If you are one, then thank you for your continued patronage and we hope you are seeing terrific usage from it by your new members!

The Online Switch Kit continues to garner inquiries

October 17, 2011

This morning, I saw several credit unions share on Facebook this video clip of CUNA President Bill Cheney appearing on CNBC:

CNBC Video Clip

I can’t help but notice that Mr. Cheney states that many credit unions have Switch Kits… my only question is: Does your credit union have a Switch Kit, and is it an automated Online Switch Kit, or an old-school static PDF? :)

With a grass-roots Bank Transfer Day approaching on November 5, now is a great time to implement an Online Switch Kit to make it easier for potential new members to make the switch to YOUR credit union!

Now accepting credit cards

June 30, 2011

Exciting news! EverythingCU now accepts credit cards for payments on most items.

You can now purchase a Knowledge Warehouse video with a credit card. If you were wanting to purchase a video, but were holding back because you didn’t want to have to process an invoice, now you can do it via card!

Check it out:

All About QR Codes

How to Find Twitterers Near You

Of course there are loads of other info videos in the Knowledge Warehouse that are absolutely free! You can’t beat that for a price!

Let me know if you have any feedback about any of this.

SEG Inreach Webinar

May 31, 2011

 

Webinar - SEG Inreach

We have our SEG list but when was the last time we called them? What do we say? Where do we start? In this session, Josh Allison shares his story of starting from scratch and rebuilding a community partner program into a vibrant outreach vehicle. In this session, you will learn the strategies needed to develop mutually beneficial relationships with new and existing SEGs using Dunay’s four C’s of business development: content, connection, communication and conversion.

 

Attend this webinar and learn:
  • Start small and still finish big.
  • Speak to your partners in a way that will make them actually want to listen to you.
  • Create internal SEG advocates that will share your message for you.
For more information or to sign up, click here.

 

Thank you, Executive Members

April 18, 2011

On this bright and shiny spring morning (Patriot Day if you live in the state of Massachusetts), I’d just like to take a minute to thank all of you Executive Members of EverythingCU. Many of you have been with us since the very early days of the site (2001-2002), and many of you have joined the community along the way. I’m always gratified, honored, humbled and awestruck about the comments you have for the community here. And thank you for sharing the EverythingCU love with so many of your peers and colleagues, at your own, and other credit unions.

I know that this economy continues to be very tough, for both your credit union and your members, which is why we appreciate all the more that so many of you have kept EverythingCU Executive Membership in your budgets. There are currently 270 credit unions who are Executive Members, representing a combined 1,181 credit union professionals.

Just in case you aren’t completely familiar with all the benefits of Executive Membership, let me remind you of them so that you can be sure you are taking full advantage of your benefits.

• Executive Membership applies to all employees at your credit union, no matter if they are already signed up on EverythingCU, or if they sign up later, while the CU’s annual Executive Membership is still in effect.
• Executive Membership allows you to download an unlimited number of documents from the 1451 that you’ve contributed over the years.
• Executive Membership gets you discounts on the products that we offer, including the Online Switch Kit, Marketing Budget Report, Plumwall, Beehive, and Video Tutorials in the Knowledge Warehouse.

And as if all of that wasn’t enough, Executive Membership also gives you the option to post messages on the discussion anonymously for those times when you have a controversial topic you’d like to discuss without fear of reprisal.

If you are already an Executive Member, be sure to tell your colleagues at your credit union that they should register on the site so that they too can enjoy the benefits of your credit union is already receiving.

So thank you again, and enjoy this fine spring day!

All About QR Codes

April 1, 2011

I’ve just finished creating an instructional video, all about QR codes, their uses, and how to create them for free. It’s available for purchase in the EverythingCU Knowledge Warehouse. In this 20-minute video, I cover:

  • What QR Codes are
  • Where/when/how, and why to use them
  • How to generate them for free
  • Important sizing considerations
  • Techniques for insuring optimal QR code readability

Here is all the knowledge you need to get started with QR codes in your marketing materials! Impress your CEO and/or board members with your tech savviness!

Here’s the link to purchasing the full video: All About QR Codes

I’ve already gotten feedback that a CU marketing manager in the Buffalo area of New York was up and running with her first QR codes the same day that she purchased and watched this video! What are you waiting for? QR codes are fun and easy!

How to find Twitterers Near You

March 3, 2011

Here’s the latest from EverythingCU, and the first video in the Knowledge Warehouse to give you specific techniques to improve your social media results.

For those of you thinking about jumping in to Twitter, or even those who have started, but haven’t really connected with your community yet, I’ve created the first of what will be a series of instructional videos on how to get the most out of this new communication avenue.

The first one is “How to Find Twitterers Near You.” Check out the preview below, and if this sounds like something you want to learn, click to the order page. Happy tweeting!

Member Profile: Bobbie Garner

February 22, 2011

Unlike retail businesses, at an online business like EverythingCU.com, we don’t get regular in-person interaction with our customers. Which is one of the reasons I love speaking to CU leagues and conducting hands-on social media workshops for them. And it’s also the reason why I particularly loved the phone call I had today with EverythingCU’er Bobbie Garner.

Recently I got to meet Bobbie in person at the CU Water Cooler Symposium in Indianapolis at the end of October. Bobbie had just attended the first-ever EverythingCU Webinar Roundtable, so it was pretty cool to meet her in-person just two days later. At the Symposium, Bobbie told me that her credit union was really liking their new Beehive online budget tracking tool from EverythingCU.

Recently, I got to chat with Bobbie a little bit more, to find out how Beehive was working for her. She told me that she was excited to be using it for her 2011 budget, and that the credit union had looked at other options, but none was as easy-to-use and inexpensive as Beehive. It turns out that Bobbie works part-time for the credit union; and the marketing budget is coordinated between four people; herself, their full time Community Relations Specialist who is a recent college grad, and two other executives at Health Care Professionals FCU.

In the course of the conversation, Bobbie also told me that the budget that she has to work with at Health Care Professionals FCU is much more than her budget last year, thanks to EverythingCU’s Marketing Budget Report. She said that by using the “Export to Excel” function of several report pages, and turning them into graphs, it was clear that her credit union’s marketing budget was well below comparable credit unions. The CU Marketing Budget Report is also extremely inexpensive, and we keep it that way on purpose, both for selfish and altruistic reasons. We hope hundreds more credit unions take advantage of it; selfishly, because if CUs use it to get their budgets increased, we hope they spend some of those ‘extra’ dollars on us, but also altruistically in that we truly love to further the credit union movement, and increasing marketing budgets will spread the good CU word even farther.

Bobbie also mentioned that the EverythingCU site is a wonderful resource in its own right, and how she reminds the credit union’s Specialist to always check the Document Center before creating a new document from scratch since there are more than 1400 documents in that library!

Basically, we wish we could plant a tree to grow more clients like Bobbie and HCP FCU… they are big fans of EverythingCU (and we’re big fans of theirs), and they use many of our products: the Executive Membership, webinars, the EverythingCU CU Marketing Budget Report, and most recently our Beehive Online Budget Tracking tool. We’re thrilled that they are getting great value from being a part of this online community!


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