UseR's GUIDe - Credit Union Central of Canada
Contents
1. 2 DIRECT MAIL BROCHURE LETTER There is a brochure that you can either customize for mailing to local business owners or display in your branch Work with other credit unions in your region to reduce printing costs e There is room for your credit union logo and contact information on the back of the brochure Include a simple map if possible e There are two letters with a P S to change depending on what you want to achieve One is straight business banking the other references personal banking e The letter has been provided in Microsoft Word so you can easily personalize the letter by inserting the mailing address and contact name salutation your name and contact information and your signature Personalize the letter wherever possible to increase response e Lists of prospects can be acquired by contacting local magazines Chambers of Commerce or other associations that include entrepreneurs Direct Mail material includes Brochure Outer Flap Over Flap Back Cover Front Cover What business owners know is WHY BUSINESS IS BANKING AT CANADA S CREDIT UNIONS WHAT S A CREDIT UNION Regardless of how big your business is you need cash to operate and capital to grow You need the right blend of current and deposit accounts you need services that are tailored to what you do And you need on line access to your money That s easy you can find these basics on most street corners YOUR LOGO C2. 1 You ll be able to present your business offer to thousands of peers on line You ll be able make connections with new suppliers and customers if you choose to do so 2 You ll be able to share business management ideas learning and mentoring You ll have the freedom to form sub groups of business owners who do what you do and learn in the process 3 You ll have simple and fast access to all the business finance expertise that credit unions offer We ll set up learning forums on topics that interest you and you ll be able to access that learning at your convenience THE NEW NETWORK IS CALLED WYKNET COM Tt stands for the Who You Know Network We believe it captures the collaborative spirit of both business ownership and credit union membership For a preview visit tUnions com today and prepare for launch in early Apri j Did you know OF YOUR BUSINESS BANKING REQUIREMENTS Credit Unions across Canada provide the primary business banking services and products that post business owners need Operating lines of credit Current accounts amp deposit accounts Commercial and farm mortgages ATM and on line bankig access Commercial loans Start up and expansion lbans NOW THAT YOU KNOW THE BASICS GET TO KNOW US BETTER WITH A PERSONAL REVIEW I H L l l 1 L i j l l l 1 I j j L i I i I I j L j g 1 I L i I i L 1 i f l l l i i T
3. know REDIT UNIONS S YOUR LOGO AND CALL TO ACTION GOES HERE Treatment 1 Tent Card L its WHO you know business banking CANADA s CREDIT UNIONS Front 1 Treatment 2 BUSINESS IS BANKING AT CANADA S CREDIT UNIONS it s WHO you know lt i business banking CANADA s CREDIT UNIONS Front 2 Large Format Poster if BUSINESS IS BANKING AT mean you have to fi out alone its WHO you know KA business banking CANADA S CREDIT UNIONS o YOUR LOGO AND CALL TO ACTION GOES HERE BECAUSE L BUSINESS OWNERS HAVE BABIES BUSINESS IS BANKING AT CANADA S CREDIT UNIONS Current accou rt peopl better ean you have it s WHO you know g business banking CANADA S CREDIT UNIONS 3 YOUR LOGO AND CALL TO ACTION GOES HERE Treatment 1 because financing a business changes every day because you can learn from other entrepreneurs because you can boost your business on line because you re a member you re invited first The credit unions of Canada are building an on line community of business owners coast to coast All commercial members are invited to join learn boost their businesses and share ideas for FREE To learn more visit www CanadasCreditUnions com Common Back it s WHO you know business banking CANADA S CREDIT UNIONS Treatment
4. read about all that and our core business banking services in the enclosed brochure What I d like to focus on between us is a simple commitment TIl get to know you better than any competitor can and in knowing you better I ll take responsibility for developing the financial solutions that fit your business today and that adapt easily into the future I ll be the person who responds to your questions I ll be the one who looks for ways to say yes Itreally is who you know that often makes the difference in business It s our commitment to being both smart and accountable that proves it in financial services for business owners T ll be in touch over the next few days to see if this note is enough to spark a discussion Business banking isn t one size fits all 1 look forward to showing you a better fit Regards NAME TITLE CREDIT UNION PHONE NUMBERVemail address P S What many financial institutions forget is the unique connection between business earnings and the owner s personal long term financial health I won t forget give me a call to get all your finances and investments working in harmony it s WHO you know business banking CANADA S CREDIT UNIONS TELEVISION There are two 30 second commercials for you to ADAPT AND TAG You ll need to provide the television station with a Beta tape Please contact your provincial central representative and she he will arrange to have the tape shipped to you fo
5. 1 I 1 1 its WHO you know business banking CANADA S CREDIT UNIONS S Letter treatment 1 PRINTED ON YOUR LETTERHEAD February 01 2007 John A Prospect The Prospect Company 001 Sample Rd Prospect MKX 1E5 Dear NAME There s basic business banking and then there s business banking at Canada s credit unions There s one size fits all and then there s how CREDIT UNION NAME HERE can fit your business exactly My name is NAME and as the TITLE at CREDIT UNION NAME I d appreciate an opportunity to prove this to you in detail More and more business owners are choosing Canada s credit unions as their financial partners because we do fit better We re sized right so answers are easier to find We have more local influence over the financial decisions that impact your business We re more flexible because we base our plans and services on more than the usual formulas But you can read about all that and our core business banking services in the enclosed brochure What I d like to focus on between us is a simple commitment I ll get to know you better than any competitor can and in knowing you better I ll take responsibility for developing the financial solutions that fit your business today and that adapt easily into the future I ll be the person who responds to your questions I ll be the one who looks for ways to say yes Itreally is who you know that often makes the difference in business It
6. ALL TO ACTION AND MAP GO HERE It s what you won t find everywhere else that has made credit unions the first choice of Canadian business owners when it comes to service Surprised It s not rocket science We do more than basic business banking we embrace our human side just like you do We get to know you better so we can respond better And then fit what we know to what you experience every day It s who you know at your credit union that makes business banking with us better HANDS amp GLOBE Design is a registered certification mark owned by the World Council of Credit Unions used under license it s WHO you know it s WHO you know Credit unions in aggregate are the second largest business lenders in Canada BUSINESS OWNERS KNOW THAT RED TAPE IS FOR GIFT WRAPPING that humans drive technology that musical chairs is for children that formulas don t replace thinking that brains need hearts to function JUST BECAUSE YOU RE ON YOUR OWN DOESN T MEAN YOU HAVE TO FIGURE IT OUT ALONE Relationships partnering nice words but what do they mean At a credit union these words describe the action we take on behalf of our business members We work with you we work for you We help you figure out the financial side of your Husiness so you can stay focused on everything else So think about how you business bank today and consider what could be better if you banked at a
7. USER S GUIDE Regional Local Advertising Materials SME Campaign The SME Team has created a complete range of newspaper magazine TV in branch and mail promotional tools that you can use to connect local campaigns to the national campaign To allow the national campaign to seed the market we recommend beginning your regional or local program in early March 2007 If you have specific questions regarding the materials access to art reproduction or media contact your Provincial Central representative for assistance or Credit Union Central of Canada THE TOOLS Determine the kind of media tools that work best in your community You ll find lots of choices and each one adapts easily to make room for your logo and phone number at the bottom or for a local announcer tag in the television The material files provide you with print ready pdfs Just choose the appropriate art or commercial incorporate your logo and phone number and the material is ready to go to the publication or the printer Media representatives or printing company representatives can help you adapt the art in sizing and add logos text in the blank space provided it s WHO you know business banking CANADA S CREDIT UNIONS NEWSPAPER There are a variety of newspaper ads to ADAPT for your local campaign Here are a few tips e Choose the largest size you can afford to run three times e Determine if your budget accommodates full colour or black and wh
8. credit union ADVOCATES The credit union person who serves yop represents you when financing decisions are being made We become your advocatas inside the credit union And because we have more local influence over the decisions that impact you you ll find getting to know us has real value j TECHNOLOGY We use technology as business tools not as replacements for personal service And it s your choice when it comes to how We use these advanced tools we don t push our own agenda i MUSICAL CHAIRS We re big believers in continuity So welll try to keep the people we put in front of you in front of you longer You won t have to keep reselling someone new on your dream the trust you build today will remain intact tomorrow RED TAPE It is a fact of business that rules and policies sometimes limit what you can do No matter where you re doing it So here s what we do better we ll be more accountable for helping you find answers we ll do it personally we ll do it as fast as we can And we ll never pass the buck Sound fair FORMULAS Another fact of business is that trends and formulas are used to calculate potential and assess risks Here s our take on it A formula is only one measure of potential Your character is just as important your business plan is important your track record is important We won t use formulas to replace thinking and good judgment i e ACCESS PART ONE What good are financia
9. hoose from Any quality local printer can help you with this or group together through your Provincial Central to Lower costs e The posters promote and connect to the overall campaign e Position posters in high business traffic areas both inside the branch and if possible with local merchants e The tent cards can be positioned at reception or on business employee desks In Branch material choices include Small Format Poster because a nimble giant is an oxymoron because formulas don t replace thinking because red tape is for gift wrapping because respect makes you rich inside because no isn t the only answer because humans drive technology because sleep comes easier with a familiar face because there are good days and bad days BUSINESS IS BANKING AT On line services Smart people it s WHO you kn business banking cANADA s CREDIT U YOUR LOGO AND Ow NIONS CANADA S CREDIT UNIONS Commercial loans and mortgages Operating lines Current accounts who return phone calls Now just because you re on your own doesn t mean you have to figure it out alone ve CALL TO ACTION GOES HERE BUSINESS IS BANKING AT CANADA S CREDIT UNIONS Commercial loans and mortgages Operating lines Current accounts On line services Smart people who return phone calls Now just because you re on your own doesn t mean you have to figure it out alone it s WHO you
10. ite e If there is a business section in your local newspaper run it there e Make sure your phone number is in larger bold text beside your logo add a real name to increase contact Newspaper material choices include Black and White 1 8 page size i because formulas cuss S 1 4 page size don t replace thinking HAVE BABIES i banner size 3 4 page size treatment 1 3 4 page size treatment 2 under li BUSINESS IS BANKING AT CANADA S CREDIT UNIONS Perhaps it s our flexibility when it comes to operating lines commercial mortgages on line banking and merchant accounts Or maybe it s simply the fact that when you call there s always a familiar voice on the other end of the line Either way no matter how big your business is now you don t have to figure it out alone just because you re on your own because entrepreneurs come in odd sizes because formulas don t replace thinking because there are good days and bad days because respect makes you rich inside Full Colour 1 8 page size 1 4 page size banner size 3 4 page size treatment 1 BUSINESS IS BANKING AT CANADA S CREDIT UNIONS nada s credit unions offer bu in all shapes and sizes rating Lines ices big L a registered certification mark owned by the World Council of Credit Unions used Call locally or visit nationally www CanadasCreditUnions com And experience the difference we can make to your busines
11. l experts to you if their smarts are reserved for giant corporations As a credit union member you will have access to our best talent and now with a new network of experts across Canada you have access to our best thinking nation wide And one more thing You also have access to a range of expertise for personal banking or to help you invest retained earnings in a manner tailored to the unique risk tolerances of business owners ACCESS PART TWO Call c ntres are wonderful things Voicemail is a great tool But never at the expense af being able to pick up a phone to find a warm thinking human on the other end of the line We will be accessible you won t have to figure it out alone i THE NO WORD Sometimes the first answer is no But it should never be the only answer or the last word Eyery business owner deserves an opportunity to make good things happen We ll help you figure out how to get to yes i PEAKS amp VALLEYS Everyohe has good days and bad days Every business goes through cycles What gets you through the natural ups and downs is the trust we build together This isn t lip service It s business banking between equal partners i THOUSANDS 0 EPRENEURS AND FINANCIAL EXPERTS ONE NETWORK Canada s Credit Unions are creating a unique new experience for business owners The platform for this experience will be the launch of a collaborative on line community It will be your space
12. r a fee of 184 To view the commercials follow these instructions 1 Visit www bizwyk com 2 Click on the Campaign Toolkit 3 Click on Regional amp Local Collateral 4 View Television spots Windows Movie Player 5 Contact your Provincial Representative for assistance Here are a few tips e Only use television if your local TV station is strong in your market e Have the TV station add a five second announcer tag that identifies your credit union and a phone number Add your logo phone number as a graphic at the end that is displayed while the announcer is speaking e Sample Announcer Tag IN YOUR COMMUNITY CONTACT CREDIT UNION NAME AT PHONE NUMBER e Add the spot to local news sports and weather coverage etc e Avoid daytime programming your target audience is at work and will miss your message it s WHO you know business banking CANADA S CREDIT UNIONS
13. reatment 2 BUSINESS IS BANKING AT l CANAD o CREDI AT ONS i CANADA S CREDIT UNIONS CANADA S CREDIT UNION Full Colour Credit unions offer business banking that is open minded So whether you get a i Canada s credit u offer bus s bani eee availed and sizes Operating line mortgage or an sets tine a loan or on line accounts here s the radical part Size mortgages aces experti nie es big loa and email So what s the 5 age global or local colour of hair who cares What matters is a smart plan and real Amra he va also offer E ne te ndin ut aes inte ility jai what matters is finding hacia together Because at a credit union you don t izzy tl s get betw usiness ongoi a appening you won t 2 3 page S ze i i be peapea it out alone just because you re on your own rath aan ut e ne just beci Ee Voue ona Ur oO 7 1 2 page size l www CanadasCreditUnions com i www ahaduscreditinions com full page size treatment 1 it s WHO you know iy it s WHO you know business banking CANADA S CREDIT UNIONS a business banking CANADA S CREDIT UNIONS full page size treatment 2 YOUR LOGO AND CALL TO ACTION YOUR LOGO AND CALL TO ACTION GO HERE GO HERE Many optional creative treatments available it s WHO you know business banking CANADA S CREDIT UNIONS IN BRANCH There are large 18 x 24 and 24 x 36 posters small 8 2 x 11 posters and table top cards to c
14. s Call locally or visit nationally www CanadasCreditUnions com And experience the difference we can make to your business HANDS amp GLOBE Design is it s WHO you know A a GLOBE Design is a registered certiicaton mark owned by the World Couns of Gret Unions used under cence business banking CANADA S CREDIT UNIONS its WHO you know 3 4 p a ge S Ze tre atm e nt tt 2 business banking CANADA S CREDIT UNIONS YOUR LOGO AND CALL TO ACTION GOES HERE YOUR LOGO AND CALL TO ACTION GOES HERE Many optional creative treatments available it s WHO you know business banking CANADA S CREDIT UNIONS MAGAZINE There are several magazine ad treatments in different sizes for you to ADAPT Add your logo phone number and other info as required Here are a few tips e Choose the size that allows you use the ad three times e Determine if your budget accommodates full colour or black and white e Run the ads during the early to late spring months not in the summer e Ensure the magazine you select has a business audience includes agriculture if that is relevant e Make sure your phone number at the bottom is large and include a real name for contact to increase response Magazine material choices include Black and White 2 3 page size 1 2 page size BECAUSE BUSINESS OWNERS HAVE BABIES full page size treatment 1 full page size t
15. s our commitment to being both smart and accountable that proves it in financial services for business owners T ll be in touch over the next few days to see if this note is enough to spark a discussion Business banking isn t one size fits all 1 look forward to showing you a better fit Regards NAME TITLE CREDIT UNION PHONE NUMBERVemail address P S If you have an immediate need for business banking services like a commercial mortgage or line of credit or if you have retained earnings that you want to invest give me a call today and we ll get to work right away Letter treatment 2 PRINTED ON YOUR LETTERHEAD February 01 2007 John A Prospect The Prospect Company 001 Sample Rd Prospect MKX 1ES Dear NAME There s basic business banking and then there s business banking at Canada s credit unions There s one size fits all and then there s how CREDIT UNION NAME HERE can fit your business exactly My name is NAME and as the TITLE at CREDIT UNION NAME I d appreciate an opportunity to prove this to you in detail More and more business owners are choosing Canada s credit unions as their financial partners because we do fit better We re sized right so answers are easier to find We have more local influence over the financial decisions that impact your business We re more flexible because we base our plans and services on more than the usual formulas But you can
Download Pdf Manuals
Related Search