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“Member education is very important at our credit union. The Big Picture is proving to be an excellent tool for our young members. The intricacies of financial services aren’t learned in the class room and rather than have a young member learn from the “school of hard knocks”, we’d rather give them the tools to help themselves. After a brief review of what the booklet covers, we give members a copy as a take-home guide when they open their accounts. Many of our members have commented on how useful it has been as their life stage has changed.”

Pam Griffiths, VP of Marketing
Railroad & Industrial FCU, $161 million assets

“These financial guides are just what our members need, especially with the economy right now. We recently taught a financial education class at a local high school and the teachers asked us to send more copies of The Big Picture for all the senior classes that weren’t at the seminar.”

Barbie Buggica, Finance Manager
Tampa Postal FCU, $64 million assets

The Big Picture was put together in an excellent manner. Even though it is geared for young adults, I can see how it could benefit a 1st time borrower and a 1st time account holder of any kind. The text is written in a non condescending manner. You do not feel like someone is talking down to you, just giving you a lot of great examples.  Thank you for putting something like this together.”

Karen Fleurima, Branch Manager
Publix Employees FCU, $497 million assets

“I recently completed an auto loan with a member and gave him a copy of The Big Picture. Two days later he came back to the credit union and opened a Money Market Account!”

Bobbie Jo Custer, Senior Lending Officer
Tampa Postal FCU, $64 million assets

“My credit union was seeking to offer our membership financial education and assistance regarding their financial needs.  I was impressed with the content of The Big Picture and felt this financial guide would be a useful tool for all of our members.  Our Member Relations Representatives distribute the booklets to members when they join the credit union as well as to those members who are applying for loans.  We’ve had a very positive response from both our membership and employees regarding the benefit of this financial guide.”

Melanie Garces, Sr. Vice President
Service 1st Credit Union, $21 million assets

To learn more how your credit union can effectively use The Big Picture, request a sample or call Marketing Portals directly at 813.412.3399.

 

 


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