Money Savvy Symposium: Find out how cross-selling and financial education go hand-in-hand! cross - Fin
Join us for the 2013 Money Savvy Symposium! This day-long conference is designed to help credit union staff increase their skills to assist members with their financial management concerns.
ICUF Financial Education Consultant Adam Carroll will lead attendees through rapid learning techniques in this (extremely) hands-on workshop. You’ll be encouraged to exchange ideas and participate in group discussions, while gaining awareness and insight into how you can use innovative ways to talk to your members about their financial situations.
Overview of credit report and credit score
It's important for you and your credit union members to understand what makes up a credit score, factors that move this score up/down, the different credit reporting agencies, and the fair credit reporting act. "Unfortunately, most consumers still do not know basic facts about credit scores and their financial significance," according to the Consumer Federation of America Executive Director Stephen Brobeck. Learn how you can help your credit union members understand and improve their credit score.
Identify cross selling opportunities based on credit score and credit report info
Now more than ever, credit unions need to utilize the information they have on their members and look for opportunities to increase their members “share of wallet.” In keeping with the philosophy of “People Helping People,” it is doing a disservice to NOT recommend products and services that will benefit the member.
Understand financial literacy & identify ways to improve a members’ credit score