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Member Products to Improve Your Bottom Line
We can help you: Consider:
Increase your revenues and profits by developing additional sources of non-interest income

MEMBERS Financial Services offers:

  • Competitive fee income from investment and insurance product sales
  • A source of member referrals for credit unions’ traditional product offerings from financial services representatives

MemberCONNECT offers:

  • Broad product selection that can meet more member needs and maximize non-interest income from a single program
  • Competitive fee income on insurance and investment sales
Decrease costs associated with providing member services by partnering with an industry expert

All CUNA Mutual programs bring national scale to lower the cost of nearly every component

  • MEMBERS Financial Services offers credit unions the option to outsource their program’s management and representative employment
  • MemberCONNECT manages all aspects of the direct marketing program including phone support.  You benefit from our national buying power.
    • offers credit unions the option to completely or partially outsource IRA administration creating internal efficiencies
    • can eliminate, expensive, creative development by providing a full line and wide variety of professional marketing materials to meet member needs
    • online system, IRAdirect can reduce IRA processing costs
Manage and fine-tune your financial services program for maximum results

MEMBERS Financial Services offers:

  • Ongoing program consultation with Member Services Officers
  • Consolidated program results in a comprehensive online reporting system
  • Downloading capabilities of member level data into your MCIF system
  • An integrated marketing plan to maximize impact on the credit union membership

MemberCONNECT offers:

  • Constant testing and sharing of winning strategies
  • A rules-based engine that ensures that your members are not “over-mailed”
  • Program consultation through account team
  • Consolidated program results in a comprehensive online reporting system
  • Downloading capabilities of member level data into your MCIF system
  • MemberCONNECT Resource Center, an online toolkit that includes mailing samples, mailing schedules and additional marketing support to maximize the program’s potential.

IRA Services offers:

To learn more about the member products to help grow your business, contact your CUNA Mutual Sales Executive at 1-800-356-2644.




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