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MoneyCoach Employee Training September 8, 2010

MoneyCoach Clarity. Control. Confidence. MoneyCoach Employee Training September 8, 2010. Agenda. Purpose of today’s meeting Overview of the MoneyCoach Demo of the MoneyCoach Ideas for sharing MoneyCoach with members Q&A . 2. Purpose of Today’s Meeting.

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MoneyCoach Employee Training September 8, 2010

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  1. MoneyCoachClarity. Control. Confidence. MoneyCoach Employee TrainingSeptember 8, 2010

  2. Agenda • Purpose of today’s meeting • Overview of the MoneyCoach • Demo of the MoneyCoach • Ideas for sharing MoneyCoach with members • Q&A 2

  3. Purpose of Today’s Meeting Provide background information and training on how to use MoneyCoach so you can receive the benefits for yourself and also know how to share MoneyCoach with your members. 7/13/2014 3

  4. Agenda Purpose of today’s meeting Overview of the MoneyCoach Demo of the user experience in MoneyCoach Ideas for sharing MoneyCoach with members Q&A 7/13/2014 4

  5. Financial Education Value for CUs • Help members improve their financial lives • Create an awareness of CU as critical financial resource • Deepen customer relationships / broaden product adoption • Attract new members 7/13/2014 5

  6. Introducing MoneyCoach • Interactive online financial education • Personalized financial action plan created in a few easy steps • Instant access to articles, calculators and to-do lists • Helps members accomplish financial goals 6

  7. Topics Covered in MoneyCoach 7

  8. Agenda Purpose of today’s meeting Overview of the MoneyCoach Demo of the user experience in MoneyCoach Ideas for sharing MoneyCoach with members Q&A 7/13/2014 8

  9. MoneyCoach Demo https://democu.eimoneycoach.com/app/welcome 9

  10. Agenda Purpose of today’s meeting Overview of the MoneyCoach Demo of the user experience in MoneyCoach Ideas for sharing MoneyCoach with members Q&A 7/13/2014 10

  11. Sharing MC with Members New member account openings A member mentions a topic covered in the MoneyCoach Pair MoneyCoach with in house seminars Financial Counseling Promotions and products offered at the credit union 7/13/2014 11

  12. Sharing MC with Members 7/13/2014 12

  13. Sharing MC with Members 7/13/2014 13

  14. Agenda Purpose of today’s meeting Overview of the MoneyCoach Demo of the user experience in MoneyCoach Ideas for sharing MoneyCoach with members Q&A 7/13/2014 14

  15. Question & Answer What questions do you have? 7/13/2014 15

  16. Agenda Purpose of today’s meeting Overview of the MoneyCoach Demo of the user experience in MoneyCoach Ideas for sharing MoneyCoach with your members Q&A 7/13/2014 16

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