2014 Online Bill Pay Sweeps Kick-Off

1. 2014 Online Bill Pay Sweeps Kick-Off

2. Agenda • Overview • What’s New • Drawings, Prizes and Rules • Marketing Materials • PSCU Hosted Email Campaigns • Key Dates • Campaign Website • Questions

3. Overview and Details

4. Overview • Exciting changes in 2014 • One HUGE sweepstakes with 2 drawings • July drawing • December drawing • One enrollment period for both drawings • FI is registered for both drawings when enrolled • More prizes than ever before • All financial institutions can participate • No cost to financial institution to participate

5. Campaign Details • Objectives • Increase adoption of online bill payment • Increase number of bill pay transactions • Educate consumers on ease and control of bill pay • Target Group • Online banking consumers • Active bill pay subscribers • Bill pay subscribers that have become inactive • Offline bill payers (acquisition) • Campaign Messaging • Simplify Your Life • Control and Convenience

6. Sweeps Promotions • Two promotional periods for sweepstakes • Different themes for each promotion • First Promotion • March 29 – June 30, 2014 • Drawing in July • Second Promotion • August 28 – November 30, 2014 • Drawing in December

7. Best Practices • Promote sweeps through multiple channels • Printed branch materials • On-hold messages • Website – banners, popups, landing page • In-branch monitors • Email communications • Newsletters • Social Media • Be sure to adhere to Abbreviated Rules for Advertising • Encourage bill pay refresher training for staff • Online Associate Education is available from PSCU • Offer employee incentives/contest for using bill pay

8. What’s New?

9. Associate Education • Online tool offering general bill pay information • Designed for your branch and call center staff • Refresh their knowledge of bill pay • Should only take 10 – 15 minutes to complete the course • Includes: • Brief Product Video • Tip Sheet • Bill Pay Quiz • Bill Pay Calculator • http://www.pages01.net/fiservbps/ALP-2013-C2/

10. Associate Education

11. Dedicated Sweeps Website • www.SimplifySweeps.com • Central sweeps location for consumers • Benefits of online bill payment • Official Rules • Eligibility • Alternate Method of Entry (AMOE) • Mail-in alternate method • Site will be live on March 29

12. Drawings, Prizes & Rules

13. Drawings and Prizes • First Drawing in July • Theme centers around SIMPLIFY YOUR LIFE • Prizes include • Vacation Rental ($1500 value – 1 winner) • iPad Mini (2 winners) • $100 Visa Gift Card (one winner for each FI) • $25 Restaurant Gift Card (40 winners) • Second Drawing in December • Theme centers around CONTROL & CONVENIENCE • Prizes include • $500 Visa Gift Card (10 winners) • iPad Mini (2 winners) • $50 Restaurant Gift Card (90 winners)

14. Official Rules • Link on sweeps website - www.SimplifySweeps.com • Eligibility to win • US resident, 18 years of age or older • Not eligible – businesses, FI employees and families or board members • Chances to win • Every bill paid online • Every eBill requested • 30 entries maximum per person

15. AMOE • Alternate Method of Entry (AMOE) • Mail in entry • Enter without paying a bill online or requesting an eBill • Table of financial institutions in rules for AMOE entry • Enter on 3" x 5" card mailed in an envelope to sweeps administrator • Maximum of 30 entries total per person for each drawing

16. Advertising Rules • Abbreviated Rules for Advertising • Link on campaign website on MemberConnect • Must adhere to advertising rules • Disclosures must be used on all advertising materials • Specific rules for • TV and radio • Print • Online ads – banner • Online ads – not a banner

17. Winner Notification • Sweeps administrator selects winners for each prize • Sweeps admin notifies PSCU of winners • PSCU notifies FI • FI verifies eligibility • PSCU sends eligibility confirmations to sweeps admin • Sweeps admin notifies winners by email or phone if no email address is available • Sweeps admin distributes prizes • Winners list may not be published prior to winners receiving prize

18. Marketing Collateral

19. Marketing Materials • Unique themed marketing materials for each drawing • Downloadable collateral available on campaign site • Banner ads • Landing page • HTML Email template • Newsletter sample copy • Statement Inserts/Take Ones • Lobby Posters • Lobby Table Tents

20. Printed Materials • Non-custom printed materials are available from PSCU at a discounted cost, plus shipping charges • Statement Inserts/Take Ones ($0.01 per piece) • Lobby Posters ($1.00 per piece) • Lobby Table Tents ($0.50 per piece) • FI will be billed on PSCU monthly invoice

21. PSCU Hosted Email Campaigns

22. Email Template • Drawing 1 • Drop 1

23. PSCU Hosted Email Campaigns • Advisors Plus will manage an email campaign for each drawing • Email templates are non-custom except for FI specifics • FI Name • FI Logo • FI Bill Pay Product Name • FI Address • Link to FI website landing page • Optional link to Facebook and Twitter • Target list will include active and inactive bill pay subscribers, as well as acquisition targets

24. Acquisition Files • FI sends list of members/customers who are not bill pay subscribers • File Layout Format instructions found on campaign site • Send file in Excel including required fields • Send via PSCU’s Secure Messenger system • To twillatt@advisorsplus.com • You will be assigned a login if you don’t have one already or you may request a password reset if you’re signed up but expired • Files are due February 19 for first drawing • Files are due July 16 for second drawing

25. Hosted Emails Launch • Drawing 1 • Email Drop 1 – March 29 • Email Drop 2 – April 27 • Email Drop 3 - June 12 • Test email approvals – first week in March • Drawing 2 • Email Drop 1 – August 28 • Email Drop 2 – October 1 • Email Drop 3 – November 1 • Test email approvals – first week in August

26. Key Dates

27. Key Dates • First Promotion: March 29 – June 30, 2014 • Emails drop (PSCU hosted campaign) • March 29, April 27, June 12 • Prize drawing in July • Second Promotion : August 28 – November 30, 2014 • Emails drop (PSCU hosted campaign) • August 28, October 1, November 1 • Prize drawing in December • Printed materials arrive 2 weeks prior to promotion start (if ordered from PSCU) • Results tracking available early 2015

28. MemberConnect Campaign Site

29. Campaign Website • Campaign site on MemberConnect at https://members.pscufs.com/campaigns/billpay_campaigns/index.php • Direct link to campaign site at http://www.advisorsplus.com/campaigns/billpay-sweeps/index.html • Frequently Asked Questions (coming soon) • Marketing Collateral • Abbreviated Rules • Official Rules • Associate Education Tool • Kick-off webinar PowerPoint presentation • Recorded kick-off webinar session

30. Questions???

31. Teresa Willatt Campaign Specialist twillatt@advisorsplus.com