Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation
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Bryce Roth Marketing & Social Strategist CitizensFirst Credit Union ($382M) Oshkosh, Wisconsin, USA
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Bryce Roth is a 30-year-old Marketing & Social Strategist at CitizensFirst Credit Union ($382M) in Oshkosh, Wisconsin. This is his Finalist presentation that he gave in San Diego, California as part of the 2013 CUES Next Top Credit Union Exec competition.
Transcript of Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation
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
