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CUSOs online investment programs grow
SAN DIEGO (12/17/09)--Credit unions using CUSO Financial Services (CFS)’ Financial Management Center (FMC) and Web-based financial planning tool are experiencing increased referrals to their investment programs, said CFS. Credit unions that make FMC easily accessible from their home pages have experienced the greatest response. They are receiving about 109 new online visits to the FMC per month, with more than 83% of visitors using the interactive program. Modules with the highest traffic include Retirement Planning, Starting to Invest and Investing for College. Visitors using the self-evaluation tool are twice as likely to request investment adviser follow-up calls and appointments than those receiving direct mail campaigns. CFS also added a Marketing Awareness Center with workshops tailored to life stages, and a Marketing Exchange, with custom marketing campaign templates, to its program. A 33% set-up discount also is extended to credit unions that sign before March 31. More than 40% of investors participating have offered more than three referrals on average to the program. CFS has had about 12% of the investment awareness programs integrate its investment program into its clients’ websites.


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