Printing

Display
Modern

cuadvantage.com

Marketing
with

Newsletters
Brochures

Corporate ID
Posters

Banners

Email Marketing

Social Media Strategies

Promotional Products
Onboarding

Connect instantly to
CUAdvantage.com!

Direct Mail

Scan this QR
code to begin.

Youth Programs

Marketing Plans

in this issue:

Our New CUAdvantage Style

s
Savvy Marketing Strategies
for Promotions

CUAdvantage Marketing Solutions is a full-service marketing

company specializing in the credit union industry. We are
experienced in providing exceptional customer service
and creating custom-designed marketing materials. Our
graphic designers pride themselves in creating new and
innovative pieces, while our copywriting puts your ideas
to work. If you have an idea that youd like to bring to life,
give us a call or send us an email.

s
Integrated Campaigns
Make an Impact

s
Smart Marketing
with Monthly Inserts

s
COMPLIANCE CORNER:
Be Smart about
Canadas Anti-SPAM Legislation

CUAdvantage

new style
launch Summer 2014

bigideas@cuadvantage.com
cuadvantage.com
fx
t

989.799.6446

989.799.0784

101 N. Rodney

s 877.799.0784
s 866.799.6446

Helena, MT 59601

mountain regional
virtual office

1981 SW Park Forest Avenue

With a brand-new location, weve decided to polish our professional look. Throughout
this summer well be updating our corporate identity, which includes a stylish new
upgrade to our website.

Lake Oswego, OR 97034

northwest regional
satellite office

221 Meadow Lane

Franklin, VA 23851

eastern regional
satellite office

Even though were excited to freshen up CUAdvantage, our classic customer service
and competitive pricing will remain the same. Whether youre just getting started
or are in need of a reliable production team to add a few stylish touches, were here
for you. Please contact a CUAdvantage representative or visit our website at
cuadvantage.com to learn more about everything we can do.

5171 Blackbeak Drive

Saginaw, MI 48604

main office

CUADVANTAGE
PAID

Summer 2014

U.S. POSTAGE
PRSRT STD

Mob

Bankinile
g

Why Choose

eStatements?

Behind the scenes of a

savvy marketing strategy:

deposit.
n Receive a $10
ones.
days before paper
n eStatements arrive
lost in the mail.
n They wont get
secure.
more
n Theyre
instead of in a
online
them
save
n You can
drawer.
when a new
an email notification
n Youll receive
statement is ready.

An Examination of a Promotion

Plus, eStatements

are free!

home
MemberConnect
Simply log into your
.
to sign up today
banking account

Taking aim

e for yo

Its time for you to

Integrated Campaigns
Make an Impact!

PRODUCT SEASONALITY presents characteristics about when consumers tend to

use certain products more heavily at certain times.

This year were observing more collaboration between traditional communication departments and creative/social teams than ever before. Technology is emerging that blends all
types of communication channels: real-time conversation, social curation, social advertising, and traditional marketing solutions. Whats more is that it takes every single one of
those channels, aligned around one common theme and goal, to make an impact.

MEMBER INFORMATION includes an analysis of your credit unions membership

data, which will enable you to learn more about the members who are likely to be
deciding to act on an offer.
Examining your promotion strategy and developing a plan of action helps you create a
realistic target that all collaborators working with your marketing team can understand.

We understand that coordinating your marketing efforts is a complex task. Here are a
few marketing solutions we offer that can help meet those demands to make an impact
and engage your members.

Hitting the target

Using the information you obtained from examining your strategy, youll develop a more focused
target. A targeted approach to marketing your
promotion can help you simplify your marketing
decisions and even save money.

Creative content and graphic design

Onboarding (variable direct mail)
QR code creation and integration
Email marketing and direct mail marketing
Animated website graphics

Give us a call at 877.799.0784 or contact us via email

at bigideas@cuadvantage.com to collaborate and
plan your next marketing campaign.

u to sh

ine

shine

Insert a smart
marketing idea

with your monthly

statements
Take your monthly statement mailing from
drab to fab! An insert is a great way to
promote your best offers affordably.
Since your members will receive their
monthly statement in the mail, you can
use the opportunity to include a reminder
about loan rates, a new service, or revisit
the benefits of a service thats currently
available to the membership. Just ask
us and well provide you with a printed
custom-designed insert in a timely and
efficient manner.
Give us a call at 877.799.0784, contact us
via email at bigideas@cuadvantage.com or
visit our website at cuadvantage.com for
more information.

Be Smart about

m 877.7

99.0784

7/13

*APR=A
nnual Per
Rate. Ra
te offere centage
d on VI
balance
SA
transf
between
9/3/13 an ers made
d 10/31/
and is
13
purchase not available for
s, cash
balance
transfers advances or
of the pro made outsid
e
motiona
Balance
l period
rate wil
.
per you
l return transfer promo
r cre
tio
to
ance tra dit agreement 4/3 your original rat nal
nsf
e
first. Ra er amount is rep 0/14 or once the as
te
baloffered on subject to change aid, whichever
comes
. Balance
existing
Financia
transfer
lEdge VI
no
SA balan t
ces.

vantage.co

Timing the
next step

CUAd

CUAdvantage.com

877.799.0784

8/13

www.fina ncialedge ccu.org

For example, in-branch displays such as lobby

posters or banners should have a wider target
than direct mail or email. Onboarding (variable
direct mail) can be personalized and more effective for advertising low refinance rates for
an auto loan, or to welcome new members
to your credit union and give them brief
information about your variety of products
and services.

Dow
Mobile nload the
Wanig
App a
a
at you nd put ba s
nk
r finge
rtips. ing

Its tim

When was the last time you looked at your process for determining the best time to launch
a promotion? Maximizing the likelihood of a promotions success is achievable, and its more
favorable when you consider these factors: product seasonality and member information.

*APR=Annual
Percentage Rate.
made between
Rate offered on
9/3/13 and 10/31
VISA balance transf
/13 and is not
ers
advances or balan available for purchases, cash
ce transfers made
outside of the
promotional period
. Balance transf
er
promotional rate
will
return
to your
original rate as
per your credit
agreement
4/30/14 or once
the balance transf
er
amount is repaid
, whichever comes
first. Rate subjec
t to change.
transfer not offered Balance
on existing
FinancialEdge
VISA balances.

24 / 7

Were here to help! We can help you organize your ideas

into a comprehensive marketing plan or efficiently plan
your next promotion. Give us a call at 877.799.0784,
contact us via email at bigideas@cuadvantage.com
or visit our website at cuadvantage.com for
more information.

Canadas Anti-SPAM Legislation

Canadas anti-SPAM legislation entered into force July 1, 2014. Similar to the
CAN-SPAM Act of the United States passed in 2003, credit unions with members
who reside in Canada must receive consent from their members prior to sending
a commercial electronic message. Commercial electronic messages apply to
emails, text messages, social media messages, as well as images, text and sounds.
Credit unions may receive consent in writing or orally from the member. For more
information about the legislation please visit the Government of Canadas website
fightspam.gc.ca.

COMPLIANCE
CORNER

CUAdvantage leverages compliance information we obtain through research. In order to ensure

compliance is met, we encourage you to consult your personal compliance contact.

Summer 2014

Marketing with

style

Mob

Bankinile
g

Why Choose

eStatements?

Behind the scenes of a

savvy marketing strategy:

deposit.
n Receive a $10
ones.
days before paper
n eStatements arrive
lost in the mail.
n They wont get
secure.
more
n Theyre
instead of in a
online
them
save
n You can
drawer.
when a new
an email notification
n Youll receive
statement is ready.

An Examination of a Promotion

Plus, eStatements

are free!

home
MemberConnect
Simply log into your
.
to sign up today
banking account

Taking aim

e for yo

Its time for you to

Integrated Campaigns
Make an Impact!

PRODUCT SEASONALITY presents characteristics about when consumers tend to

use certain products more heavily at certain times.

This year were observing more collaboration between traditional communication departments and creative/social teams than ever before. Technology is emerging that blends all
types of communication channels: real-time conversation, social curation, social advertising, and traditional marketing solutions. Whats more is that it takes every single one of
those channels, aligned around one common theme and goal, to make an impact.

MEMBER INFORMATION includes an analysis of your credit unions membership

data, which will enable you to learn more about the members who are likely to be
deciding to act on an offer.
Examining your promotion strategy and developing a plan of action helps you create a
realistic target that all collaborators working with your marketing team can understand.

We understand that coordinating your marketing efforts is a complex task. Here are a
few marketing solutions we offer that can help meet those demands to make an impact
and engage your members.

Hitting the target

Using the information you obtained from examining your strategy, youll develop a more focused
target. A targeted approach to marketing your
promotion can help you simplify your marketing
decisions and even save money.

Creative content and graphic design

Onboarding (variable direct mail)
QR code creation and integration
Email marketing and direct mail marketing
Animated website graphics

Give us a call at 877.799.0784 or contact us via email

at bigideas@cuadvantage.com to collaborate and
plan your next marketing campaign.

u to sh

ine

shine

Insert a smart
marketing idea

with your monthly

statements
Take your monthly statement mailing from
drab to fab! An insert is a great way to
promote your best offers affordably.
Since your members will receive their
monthly statement in the mail, you can
use the opportunity to include a reminder
about loan rates, a new service, or revisit
the benefits of a service thats currently
available to the membership. Just ask
us and well provide you with a printed
custom-designed insert in a timely and
efficient manner.
Give us a call at 877.799.0784, contact us
via email at bigideas@cuadvantage.com or
visit our website at cuadvantage.com for
more information.

Be Smart about

m 877.7

99.0784

7/13

*APR=A
nnual Per
Rate. Ra
te offere centage
d on VI
balance
SA
transf
between
9/3/13 an ers made
d 10/31/
and is
13
purchase not available for
s, cash
balance
transfers advances or
of the pro made outsid
e
motiona
Balance
l period
rate wil
.
per you
l return transfer promo
r cre
tio
to
ance tra dit agreement 4/3 your original rat nal
nsf
e
first. Ra er amount is rep 0/14 or once the as
te
baloffered on subject to change aid, whichever
comes
. Balance
existing
Financia
transfer
lEdge VI
no
SA balan t
ces.

vantage.co

Timing the
next step

CUAd

CUAdvantage.com

877.799.0784

8/13

www.fina ncialedge ccu.org

For example, in-branch displays such as lobby

posters or banners should have a wider target
than direct mail or email. Onboarding (variable
direct mail) can be personalized and more effective for advertising low refinance rates for
an auto loan, or to welcome new members
to your credit union and give them brief
information about your variety of products
and services.

Dow
Mobile nload the
Wanig
App a
a
at you nd put ba s
nk
r finge
rtips. ing

Its tim

When was the last time you looked at your process for determining the best time to launch
a promotion? Maximizing the likelihood of a promotions success is achievable, and its more
favorable when you consider these factors: product seasonality and member information.

*APR=Annual
Percentage Rate.
made between
Rate offered on
9/3/13 and 10/31
VISA balance transf
/13 and is not
ers
advances or balan available for purchases, cash
ce transfers made
outside of the
promotional period
. Balance transf
er
promotional rate
will
return
to your
original rate as
per your credit
agreement
4/30/14 or once
the balance transf
er
amount is repaid
, whichever comes
first. Rate subjec
t to change.
transfer not offered Balance
on existing
FinancialEdge
VISA balances.

24 / 7

Were here to help! We can help you organize your ideas

into a comprehensive marketing plan or efficiently plan
your next promotion. Give us a call at 877.799.0784,
contact us via email at bigideas@cuadvantage.com
or visit our website at cuadvantage.com for
more information.

Canadas Anti-SPAM Legislation

Canadas anti-SPAM legislation entered into force July 1, 2014. Similar to the
CAN-SPAM Act of the United States passed in 2003, credit unions with members
who reside in Canada must receive consent from their members prior to sending
a commercial electronic message. Commercial electronic messages apply to
emails, text messages, social media messages, as well as images, text and sounds.
Credit unions may receive consent in writing or orally from the member. For more
information about the legislation please visit the Government of Canadas website
fightspam.gc.ca.

COMPLIANCE
CORNER

CUAdvantage leverages compliance information we obtain through research. In order to ensure

compliance is met, we encourage you to consult your personal compliance contact.

Summer 2014

Marketing with

style

Printing
Display
Modern

cuadvantage.com

Marketing
with

Newsletters
Brochures

Corporate ID
Posters

Banners

Email Marketing

Social Media Strategies

Promotional Products
Onboarding

Connect instantly to
CUAdvantage.com!

Direct Mail

Scan this QR
code to begin.

Youth Programs

Marketing Plans

in this issue:

Our New CUAdvantage Style

s
Savvy Marketing Strategies
for Promotions

CUAdvantage Marketing Solutions is a full-service marketing

company specializing in the credit union industry. We are
experienced in providing exceptional customer service
and creating custom-designed marketing materials. Our
graphic designers pride themselves in creating new and
innovative pieces, while our copywriting puts your ideas
to work. If you have an idea that youd like to bring to life,
give us a call or send us an email.

s
Integrated Campaigns
Make an Impact

s
Smart Marketing
with Monthly Inserts

s
COMPLIANCE CORNER:
Be Smart about
Canadas Anti-SPAM Legislation

CUAdvantage

new style
launch Summer 2014

bigideas@cuadvantage.com
cuadvantage.com
fx
t

989.799.6446

989.799.0784

101 N. Rodney

s 877.799.0784
s 866.799.6446

Helena, MT 59601

mountain regional
virtual office

1981 SW Park Forest Avenue

With a brand-new location, weve decided to polish our professional look. Throughout
this summer well be updating our corporate identity, which includes a stylish new
upgrade to our website.

Lake Oswego, OR 97034

northwest regional
satellite office

221 Meadow Lane

Franklin, VA 23851

eastern regional
satellite office

Even though were excited to freshen up CUAdvantage, our classic customer service
and competitive pricing will remain the same. Whether youre just getting started
or are in need of a reliable production team to add a few stylish touches, were here
for you. Please contact a CUAdvantage representative or visit our website at
cuadvantage.com to learn more about everything we can do.

5171 Blackbeak Drive

Saginaw, MI 48604

main office

CUADVANTAGE
PAID

Summer 2014

U.S. POSTAGE
PRSRT STD