Wednesday, July 20, 2011

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• State Participation• Credit Union Agreement Status• What’s New

– GM - E-mail pilot program

– GM Auth Request Report E-mail Push

– Sprint Business Services

– League Marketing Tracking Report

– Online Media Campaign

– Redesigned Marketing Materials

• Updates– Credit Union Agreements

– Sprint Addendums

– Review League Requirement

• LSC Best Practice• 2011 LSC Communication Schedule

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Percent of IIA Participating Credit

Unions

GM PTD Sales as a % of Participating Membership

Michigan 90.37% Arkansas 3.53%

Delaware 73.08% Vermont 2.05%

Missouri 61.15% Texas 1.29%

Arizona 56.0% Louisiana 1.24%

Nebraska 55.56% Wyoming 1.22%

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Percent of Sprint Participating Credit Unions

Credit Unions Added Year to Date 2011

Michigan 69.6% Texas 27

Hawaii 45.7% Nebraska 20

Delaware 42.3% Pennsylvania 16

Arizona 40.0% California, Florida, Illinois

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Tennessee 39.4%

12/10 6/11 Increase

Big Ticket 2,407 2,571 164

Sprint 1,205 1,381 176

Member Rewards 2,324 2,488 164

TurboTax 955 982 27

• Check on the status of your credit unions with the League Reports at: http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html

• 1st & 2nd Quarter Endorsing Credit Union checks will be mailed early August

• 1st Quarter Endorsing League checks are in the mail

Credit Unions

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Invest In America has a free and easy email campaign specifically designed to drive loans back to your credit unions!

The campaign promotes their valuable member discount from General Motors as well as their great auto loan rates to their credit union's pre-approved members.

CU Solutions Group will work with them to send co-branded HTML emails directly to their pre-approved members on their credit union’s behalf.

How it Helps Your Credit Unions• Grow auto loan volume and promote any auto loan services• Improve member loyalty and retention by offering them great discounts• Increase website traffic with various IIA promotions• It costs the credit union nothing and is easy to implement

How it Helps Their Credit Union Members• Competitive auto loan rates at your credit unions• Exclusive preferred pricing on a new Chevrolet, Buick or GMC vehicle• IIA savings on top of most other GM incentives

How to ParticipateIf you would like to take advantage of our free co-branded emailoffer or would like to learn more, please email Client Managementat clientsupport@cusolutionsgroup.com, call 866.348.2887.

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Hot leads credit unions can use to follow up with members!

• Current plan is to e-mail push this weekly report to credit unions

• Identifies members requesting a GM code

• Report remains on Partner Center and is exportable to Excel for easy use

• Includes street and e-mail addressesCredit Union First Name Last Name Address City State Zip Email Registration

DateStatus

Sample Credit Union George Smith 39832 Spacely Dr Novi MI 48188CUMember@YAHOO.COM 3/19/2011Requested

Sample Credit Union Jane Jones 25797 Coggswell Southfield MI 48178CUMember@ATT.NET 3/18/2011Requested

Sample Credit Union Judy O'Hara 45090 Rosy Lane Farmington MI 48170CUMember@HOTMAIL.COM 3/16/2011Submitted

Sample Credit Union Elroy Reed 8203 Astro Dr Wayne MI 48185CUMember@COMCAST.NET 3/12/2011Requested

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• A leader in business communications, Sprint offers excellent value, the latest phones to improve productivity, a nationwide 3G network and the first wireless 4G network from a national carrier

• A perfect addition to a credit unions business services offerings - a 15% discount for businesses on service plans including waived activation fees for new activations.

• To help your credit union promote these benefits, Sprint has designated a special team of experts to present program benefits to your business members.

• If you are interested in being contacted by a Sprint representative about Sprint Business Services, please email Lisa.Rizk@cusolutionsgroup.com.

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• A report to track league marketing and sales activities for IIA programs

– IIA Sales Activity

– Sprint - Marketing Efforts

– IIA - Marketing Efforts

• Updated by Leagues Quarterly• Available through NBC’s and on the

Partner Center in the LSC Resources

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Action Requested

•Submit quarterly updates by the 15th of the month following the end of the quarter•Updates to be completed on provided Excel Document•Updates to be sent to InvestinAmerica@CUSolutionsGroup.com

• Online media campaign will launch on August 15th

• The online media campaign has two objectives:– Increase sales of partner products and services– Increase credit union membership

• We will be using display and search advertising across a variety of websites• Complimentary marketing materials will be available online in the Partner

Center for credit unions to use to promote to their members.• The online media calendar is below:

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Campaign Timeframe

GM - Drive Your Savings 8/15 – 12/31

Brand Awareness – Invest in America 8/15 – 12/31

Shop America – Back to School 8/15 – 9/15

Shop America – Home Improvement 9/15 – 10/31

Shop America - Holiday 11/1 – 12/31

• Marketing materials are being updated to compliment the look of the Love My Credit Union website

• Materials will be launched and available for credit unions to use based on the Invest in America marketing calendar:

– Overall Marketing Materials

– GM

– Back To School

– Home Improvement

– Holidays

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• Agreements will be simplified to one level of support - Participation– Certified letters sent to 340 credit unions with anniversaries in 1st and 2nd quarters– Letters will be sent by Aug. 15th to 75 participating credit unions who have

agreement anniversaries in 3rd quarter 2011– 3rd quarter anniversary credit unions will be paid through September 30, 2011– The remaining credit unions will receive notice at least 30 days prior to their

anniversary date and be paid through the quarter of their endorsement anniversary date

• Leagues will receive a copy of the letter and a list of affected credit unions in their state

• Going forward incentive dollars will be put back into national marketing efforts for more effective use of funds

• Sprint agreements are not affected• League agreements are not affected

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• Necessary due to marketplace competition trying to duplicate the Sprint program

• To keep the Sprint program viable and share incentives fairly among credit unions, agreements will be adjusted to include two tiers of incentives:

– Exclusive -100%– Non-exclusive - 50%

• All other marketing requirements remain intact

• CUs with agreements dated January 1, 2011 or later have received a new agreement – Their original start date will not change

• Existing CUs as of December 31, 2010 will receive a letter of explanation, addendum and insert order form

– Addendum effective with the new contract year beginning October 2011

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• The LSCU developed a large sign using actual Exclusive Sprint Credit Union Agreement

• The sign was displayed at their annual meeting

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• League Conference Calls will be held the 1st month of each quarter on Wednesday’s at 3pm EST*

– October 19, 2011

• Access Information

– Toll free: +1 (866) 816-1627– Conference ID: 1177265367

*Attendance required for Leagues Endorsing or Partnering with Big Ticket and Endorsing Member Rewards

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