We make it simple.

We make it simple.Third Pilot Partner Call

August 29th, 2007; 2:00 PM CST

Goals of the call:

Incorporate input into product development

Discuss how to get member/SEG input and ideas

Begin to discuss product positioning, packaging, and pricing

TODAY’S AGENDA:

Greetings and Introductions

QUICK recap of the last pilot call and follow up on the action items

Discussion of important key features for the member education suite of products

Demo of the features we have incorporated thus far


Clarify product positioning, packaging, and pricing

Clarification of action items and dates for the fourth call


Welcome and greetings from the Educated Investor team

QUICK roll call of all attendees

TODAY’S AGENDA:








Recap from the second pilot call

Clarified key goals of the pilot partner process Group discussed key features for the

member/SEG suite of products In-depth demo of the products Discussed the survey results regarding similar

and competitive product lines Clarified the action items for next call

Follow up on the action items from our second pilot calls

Send notes from the 8/6 and 8/8 calls to pilot partner group by end of week

Send list of important features to the group for them to rank in order of importance

Follow up with volunteers to conduct one on one calls to discuss the features

Ellen to complete the company profile information

TODAY’S AGENDA:








Thank you to our volunteers

• Desert Schools Financial Services

• Credit Union National Association (CUNA)

• Mazuma Credit Union

• Addison Avenue Financial Partners, LLC

• Mountain America Credit Union

Top 10 Key Features

• Ability to track web usage of the tools

• Ability to include contextual links to connect members with related products and services at your credit union

• Ability to brand or co-brand the tools

• Ability to select specific content categories to fit your credit unions unique needs

• Ability to pick and choose the specific tools you want to use (purchase products ala carte vs. pre-packaged bundle)

• Ability to include contextual links to connect people with appropriate personnel at your credit union

• Ability to choose “Feature Content” to support a specific campaign at the credit union

• Ability for non-programmer to pull your own reports on web usage

• Ability for non-programmer to pull your own reports on the number of leads generated from people using the tools

• Ability to have fresh content served up on a daily or weekly basis using automated system based on specific categories of interest to you

TODAY’S AGENDA:








Demo of the current features we have incorporated thus far

http://www.educatedinvestor.com/pilot/index.html

TODAY’S AGENDA:








Brainstorming: How can we get input from your members/SEG groups on how best to position

the tools we are developing?

TODAY’S AGENDA:








We need your help!

We want your input on how best to PACKAGE, POSITION, and PRICE the

member/SEG education suite of products.

TODAY’S AGENDA:








Clarification of Action Items• Send notes to pilot partner group by end of week

• Kristi to follow up with volunteers to schedule one-on-one calls to discuss packaging, positioning, and pricing of the products

• Ellen to send company profiles to pilot group members in PDF format for final details and changes

• Follow up with pilot group to discuss getting members involved to get feedback on the configuration of the product

• Are we missing anything?

Thank you!Next pilot calls will be held

1.) September 17th at 2pm CDT2.) September 18th at 2pm CDT

We make it simple.

Documents

Transcript of We make it simple.