Archive for Member Money
Why you (and your members) need Form 8888
What is Form 8888 you say? It is the draft version of the new IRS direct deposit form for your tax refund! Currently, your basic 1040 just gives one line to fill the depository institution’s information on. Form 8888 will let the taxpayer designate up to 3 different FI’s to send their refund to. I’ve [...]
Read moreWhat would you do with your savings?
I think a creative credit union should help their members save and launch a similar campaign to what Volvo has done here. I know other CU’s and banks have done things like the My Ugly Room campaign. It’d be a perfect fit to do a savings campaign and have people vote online for the best [...]
Read moreCU’s and HSA’s
CUNA released an article yesterday about HSA’s and how the HSA market share will lean heavily towards the banking industry side of the playing field and that CU’s market share will slip. The article also says that about 15% of the market share currently resides with CU’s and that will slip to 5% by 2010. [...]
Read moreOur members’ savings
This USA Today article sums up some points very nicely. We need to help our members save. Astonishing, I know. If the economy and the stock market are going to slow next year, (enjoy the high while it lasts) then our members should slowly start putting more money back into their savings accounts. We need [...]
Read moreHow do you take care of your members’ well-being?
So I had two great member-centric ideas today. (In other words, the CFO might not get terribly excited, but Marketing/PR should.) Awesome Idea #1: Help build emergency savings accounts. Not an earth-shattering idea, but as the housing market and the economy slow in the next year, times will get tight for a few of your [...]
Read morehow much are you worth?
What do you get when you cross MySpace with your CU statements? You get NetworthIQ, who is bringing social networking to your finances. Joe Web Surfer can log in and put down his or her generic asset/liability situation and track their own net worth over time AND compare their net worth to others in their [...]
Read morewho says you can’t start young?
If “Jack’s” doing it, I’m sure some of your members are doing it too. What does your credit union have to offer to meet these needs? http://www.jackscash.com/
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