FINANCIAL PLANNING

YOUR DREAM HOME IS POSSIBLE

MEMBER PERSONA Individuals with certain product mix or financial history, indicating they might benefit from an offer of educational financial resources.

STRATEGY Encourage members to take advantage of the money management products and resources available to empower them to buy a home.

TARGET AUDIENCE Broader membership for general awareness and specific members who may have had financial hardships with possible changes to income, increased number of loans taken out, etc.

MEDIUM Email to all members on digital assets available for awareness and targeted messaging for financial training “certification.”

MESSAGE Complete the Membership Financial Fitness Training, use our credit union budgeting/planning tool, and schedule a free consultation for a professional and personalized Member Financial Overview.

OFFER/INCENTIVE Once “certified,” receive option for a rate reduction on any eligible credit union loan.