What if your members noticed you had a rewards program that would help them save and earn more money?
Documents and Examples
Implementation Planning Calendar
30 Days Great Newsletter Template
60 Days It Won’t Be Long Letter Template
90 Day Coming Soon Sample Letter
Client Brochure-green
CU Perks Fee by Level Planning Worksheet
CU Perks Setup Form
CU Perks Staff Presentation
Marketing Brochure
Member Brochure
CU*Perks…The Competitive Edge you NEED!
When you commit to making CU*PERKS an integral part of your sales efforts and your staff sees its value, the members will see the value of doing business with your credit union over any other financial institution!
CU*Perks Is All Figured Out for a Quick Launch!
Yes, it’s all figured out! Many credit unions want a rewards program but find little time to learn all of the flexible features that CU*BASE offers. If you are one of these credit unions, you will appreciate the CU*PERKS program.
Implementation Made EASY!
All of the tasks and recommendations are organized for you and are included in a CU*Perks Implementation Calendar. The set up, communications and marketing materials you need for a successful launch are all there! In addition, you will receive ongoing marketing recommendations to keep your program fresh. It’s just up to you to make it part of your credit union’s growth strategy!
What you get:
- A Complete Implementation Calendar which includes all the roll out recommendations and tools for communication to your board, your staff and your members.
- Marketing recommendations and campaign materials available through TAG include:
- The CU Perks Brochure
- Newsletter Article
- Web site Banner and landing page
- Web site designs for the program through WESCONet
- E-mail Text for Member Reach Communications
- Statement Insert and statement Messages
- Posters 8.5 x 11 and 22 x 28
- Postcard
All of the marketing collateral and promotional materials are created to support the marketing and branding of the program. These are all customized with your credit union’s logo and contact information.
And don’t forget about MemberReach and Xtend! Your program can be supported and marketed through every channel available and you have the CUA and TAG team on your side to help.
Building Excitement
The ideal rewards program would be visible in every area of your members’ access to the credit union including your web site, It’s Me 247 Online Banking, member statements, rate sheets, email messages and any other delivery channel your members take to reinforce the benefits of participating with their credit union! The CU*Perks kit will help you do that!
Consider a ‘Re-Launch’ of your current program…
CU*PERKS can also provide a quick source of marketing tips and materials, project steps and member communication ideas to help you capture that enthusiasm and member motivation to make your credit union their credit union!
The name CU*PERKS can be replaced by your own program or you can arrange for a separate customized marketing program.
The Gividends Team, Xtend, and TAG Consulting, will provide help along the way! You can choose:
- 1. Do the work Yourself…
- Do you have a champion on staff that has the energy and time to dedicate to launching CU*Perks? If so, great!
- 2. Get some help with the implementation and get recommendations from Gividends/Xtend and TAG.
- 3. Hire Us to do your program for the year!
- Let us be your champion so your members see value and want to do more with your credit union. Then you can take it from there!
Get started now, get the competitive edge YOU NEED.
Contact Barb Cooper @ bcooper@cuanswers.com


