CU Tomorrow Young Adult IQ
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CU Tomorrow Young Adult IQ

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REAL Solutions & Filene Research Institute's CU Tomorrow Webinar Handout - Sept 17, 2009.

REAL Solutions & Filene Research Institute's CU Tomorrow Webinar Handout - Sept 17, 2009.

See www.realsolutions.coop for complete details.

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    CU Tomorrow Young Adult IQ CU Tomorrow Young Adult IQ Document Transcript

    • ! Your Credit Union’s ‘Young Adult IQ’ Please use the following questions to rate your credit union’s “Young Adult IQ.” This survey, though not exhaustive, is meant to give you a sense of the possibilities for making your credit more relevant to young adults. 5 – Our credit union excels in this area (world class) 4 – Our credit union does this better than most (top 25%) 3 – Our credit union does a fair job (middle of the road performance) 2 – Our credit union does this poorly (bottom 25%) 1 – Our credit union doesn’t do this at all Products 5 4 3 2 1 Rewards-oriented checking (e.g. higher dividends, catalog, etc.) Co-signed credit cards for teens, young adults First Timeʼ loans (e.g. first car, first home, first card, etc.) Student loans Electronic Services 5 4 3 2 1 Comprehensive online banking Attractive, easy-to-navigate Web page Mobile banking applications Personal financial management tools, tutorials Marketing 5 4 3 2 1 Conduct online advertising (e.g. Google AdWords, Facebook Ads) Specifically segment within the 18- to 34-year-old demographic Product offers via parents of late teens
    • ! Governance 5 4 3 2 1 Board is representative of ages, lifestyles of membership Board actively recruits new directors Young adult advisory group Employees 5 4 3 2 1 Recruit from local colleges, technical schools Actively plan for recruiting/retaining young managers Pay competitively vs. local peers Support innovation initiatives explicitly in budget Totals Final Score Now total your responses to see how you fared: 18-36 points: The long slog. You’ve got a challenge in front of you, but at least you’re starting now. Use this checklist as a brainstorming tool. 37-52 points: A good start. You’re emphasizing some important areas, although your programs may be dated or you’re lacking several important initiatives. 53-65 points: Up and coming. You’ve taken young adult service to heart and are gaining speed, but you consider improving existing programs and launching new ones. 66+ points: Virtually perfect. You’ve recognized that attracting and retaining young adults is not just about marketing, and you’re implementing innovative young adult strategies across all segments of the credit union.