Rob Carabelli is a 30-year-old Senior Marketing Strategist at McGraw-Hill Federal Credit Union ($325M) in East Windsor, New Jersey. This is his Finalist presentation that he gave in San Diego, California as part of the 2013 CUES Next Top Credit Union Exec competition.

1. Rob
Carabelli
Senior Marketing Strategist
McGraw-Hill FCU ($325M)
East Windsor, New Jersey.

2. The
Financial
Wellness
Ra.ng
A
Case
Study
in
Engagement,
Communica4on,
and
Shared
Learning
Robert
Carabelli
Senior
Marke4ng
Strategist
|
McGraw-­‐Hill
FCU

3. I. Introduc4on
II.Project
Highlights
III.Individual
Learning
IV.2014
and
Beyond
–
The
Next
Steps
of
the
Financial
Wellness
Ra4ng

4. Is
Floyd
Mayweather,
America?
Our
Members?

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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.

11. Thank
you
for
your
4me
and
considera4on
as
the
CUES
Next
Top
Credit
Union
Execu4ve.
We
will
now
pause
for
ques4ons
and
comments.

12. Q&A with
Rob