Amy Stanton CUES NTCUE Presentation

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Amy Stanton's presentation for the Next Top Credit Union Executive competition in Dallas, November 2010

Transcript of Amy Stanton CUES NTCUE Presentation

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NORTHEAST FINALIST

Amy Stanton

Assistant Vice President of Marketing Connex Credit Union ($350M)North Haven, Connecticut

AMY STANTONNORTHEAST REGIONAL FINALIST

• ASSISTANT VICE PRESIDENT OF MARKETING

• NEW HAVEN, CONNECTICUT

• $450 MILLION IN ASSETS

• 40,000 MEMBERS

• 7 BRANCHES

• MEMBERS• EMPLOYEES• VOLUNTEERS

A GOAL PLANNING SERVICE FOR YOUNG ADULTS FOCUSING ON LIFE GOALS AND AMBITIONS, AND THE FINANCIAL DECISIONS LEADING UP TO UNVERSITY CHOICES

CONNECTICUT YOUNG PROFESSIONALS COUNCIL

• (UN)COOPERATIVE ADVERTISING

• IMPLEMENTATION GRANT

WHAT CHALLENGE DOES CONNEX FACE?

THE SAME ONE

EVERYONE ELSE DOES!

EMPOWERMENTAND COLLABORATION

• Integrated member of Connex marketing department

– Actively involved in meetings, brainstorms, etc

– Assist and help with daily activities

– Participates with our Advertising Agency

• Meetings, conference calls, etc.

• Social media

– Take charge of Connex’s social media program

– Create videos, post content, track usage, etc.

VP of UNBANKING DUTIES

• Outline key on-campus events at:

– Quinnipiac University

– Southern Connecticut State University

– University of New Haven

– Albertus Magnus

– Yale

– Other

• Identify athletic events

• Student activities

• Concerts

UNIVERSITY EVENTS

UNIVERSITY EVENTS

• Explore partnership possibilities, including:

– Advertising

– Marketing

– Guerilla marketing

– Materials to give away

– Charitable components

• Develop year-long calendar of events

BANK, OR UNBANK?

• Man-On-The-Street interviews (on campus and city streets)

– Ask, do you bank or Unbank?

– Capture videos on FlipCam

– Larger project will be to edit into a collage

– Use on VP website, Facebook, blog, etc.

• Branch events

– Set up a “VP of Unbanking” table at branches

– Capture member testimonials as to why they Unbank

– Tour key/busy branches

COMMUNITY EVENTS

• Participate in community events

– Young Pros (PULSE)

• Sign up for membership

– Chamber of Commerce events

• Identify local fairs throughout the year

– Determine which ones are best to promote Unbanking

VP of UNBANKING WEBSITE

• VP to “own it”

– Create blog format

– Post weekly blogs promoting credit unions, issues, trends, etc.

– Topics can be financial tips and other Connex news

– Daily thoughts, member feedback and more!

– Include a “drop box” for people to contact the VP

ERIN KING

– Senior at Quinnipiac University

– Media and Art History Major

– PR and Social Media Experience

– “I’m graduating soon and admit I’m not financially ready”

IN HER OWN WORDS

– Tell her story of financial discovery

– Target her “peers”

– PR and Social Media focus

– First stumbling block

EARLY AND CONTINUED SUCESS

– Getting her hired!

– New attention

– International Credit Union Day

– Member testimonials

– Learning her views

LET’S CHECK OUT SOME VIDEOS

THANKS!

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Q&A withAmy Stanton