RobCarabelliSenior Marketing StrategistMcGraw-Hill FCU ($325M)East Windsor, New Jersey.
The Financial Wellness Ra.ng
A Case Study in Engagement, Communica4on, and Shared Learning
Robert CarabelliSenior Marke4ng Strategist | McGraw-‐Hill FCU
I. Introduc4on
II.Project Highlights
III.Individual Learning
IV.2014 and Beyond – The Next Steps of the Financial Wellness Ra4ng
Is Floyd Mayweather, America? Our Members?
Is Floyd Mayweather, America? Our Members?
• Smart?
• Responsible?
• Answer: No
• Members need sensible guidance and support• Need to be put into products that are right for their life stage and situa4on
Project Highlights
The Financial Wellness Ra.ng• Strategy
• Objec4ves
• Financial Wellness Ra4ng unveil• What went wrong?• Needed to pivot to succeed• Define Desired Future Member State• 360Member Experience
Project Highlights
To succeed:• Engage with more than C-‐Level execu4ves
• Understand what occurs on the frontlines
• Define who will be part of the process going forward
• Engage, communicate, and engage again
Individual Learning
• It’s not about you, it’s about the individual on the other side of the desk• Understand his/her objec4ves and goals• Align those goals with your own
• Clearly define Condi4ons for Success• Communicate those o]en to key internal stakeholders
• Tes4ng and pivo4ng is essen4al to success
2014 and Beyond
• Integrate technology• Opportunity to engage a new group• Foster new ideas and expand thinking
• Launch to Sales Team – becomes second nature
• Amplify and adapt the program as the credit union grows
• Increase services per household
Conclusion
• Beyond the CUES Conference• Process can be applied to other disciplines and projects
• Perfect 4ming – always more than the compe44on
• Aligning the member with the product is ideal, not the other way around
• We’re not Floyd Mayweather, Jr.
Thank you for your 4me and considera4on as the CUES Next Top Credit Union Execu4ve.
We will now pause for ques4ons and comments.
Q&A with
Rob