Credit Union Program Management

Rollout & Ongoing Support

Our roll out process is customized to your credit union's needs and provides detailed steps along the way. We have experience working with credit unions of all sizes across the country. We understand every credit union is different and we work together to make sure your team and your members will get the most value from the program.

The Polaris team provides ongoing support to help ensure continuous success and improvement of the program. As the credit union's goals and needs change overtime, so can the wealth program. We will work with you to monitor and review the program and services, provide member and staff feedback, update training programs and marketing strategies. Support is provided free of charge.

Training

We introduce ourselves to your team and make sure everyone is familiar with the product and services, aware of the support available to them from Polaris, and is comfortable speaking with members about the program. Training can be customized to best fit the credit union's needs.

Multi-Channel Marketing for Your Credit Union

A robust marketing plan is an integral part of any successful investment services program. We can help you create dynamic marketing strategies and plans to grow your wealth management program. Whether its digital, design, or content creation, we work to support your team while the credit union retains full control over the final product, content, strategy and messaging. Our goal is to help bring awareness and value from marketing efforts that are focused on your staff and members. Our experienced team is here to help and will not overstep their roles. Polaris can provide pre-designed content which may be used "as-is" or as a template for your team to create your own materials. A strong, consistent, mutual marketing effort is encouraged, though the credit union is not held to any explicit marketing expectations or benchmarks.

We understand that Polaris is a guest with the credit union and your reputation is greatly important. We work to fit into the credit union’s ecosystem by tailoring the marketing, messaging, and experience to your existing brand image. Polaris provides support in all of these areas.

~ "wealth programs benefit most from nurture and ongoing support." ~

Our team will take a consultative approach and assist you and your program with all your marketing needs, including:

Branding
Stationary
Advertising
Direct Mail
Newsletters

Webinars / Seminars
Client Appreciation Events
Social Media
Website
Surveys

From posters to postcards, we will provide you with co-branded marketing designs and content to promote your wealth management services to your members. Below are examples of various marketing items.

Click for full view.