BryceRothMarketing & Social StrategistCitizensFirst Credit Union ($382M) Oshkosh, Wisconsin, USA

2013 CUES Next Top Credit Union Executive Competition

@bryceroth #NTCUE

Why?

• We’ve got problems...

Problem #1

• Aging demographic of the average credit union member.

Problem # 2

• Lack of relevancy and loyalty

Problem # 3

• Poor personal finance skills

Problem # 4

• Many credit unions have lost sight of our original purpose

What do we know?

• The research doesn’t lie

The good news

• Credit unions are exactly what young adults want!

• Financial Literacy

• Community outreach

• Engagement

• Exposure

How?• Next Gen

• Financial education

• Community outreach

• Board Advisors

• Engagement

• Financial education

• The VOICE

• Exposure

• Community outreach

Results

• Increased exposure

Results

• STRATEGIC GOALS

• Lower avg. member age

• Membership growth

• 650

One more thing...

Thank you!

Q&A with

Bryce