Tax Prep Partnerships an Entree to Unbanked Consumers

Teachers and coaches often talk about the "teachable moment," an opportune time for bringing home a lesson to a student or athlete. Credit unions reaching out to unbanked consumers may find tax preparation season to be their own "teachable moment," a prime time to interest unbanked families in CU offerings like savings or checking accounts.

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Be Careful With That Brand!

Remember, it’s not about you—it’s about them.

By Denise Wymore

It’s not about me? This was perhaps the most difficult lesson I learned as VP/marketing of First Technology Credit Union—it wasn’t about our cool online banking products, or our rates-as-low-as-barely-nothing-point-nothing-percent or our Totally Free (no really, ours was the freest) checking account. It was about the people we served. The members—the founders of the credit union.

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