Schedule of Tasks
- CU*Northwest will work with the credit union to determine their overall statement pricing strategy. This will include a review of the Marketing Clubs and Tiered Services program that the credit union may currently be utilizing.
- We will meet with the credit union to determine their overall pricing strategy and will provide a suggestion for when and how the configuration should be put into place.
- We will then assist and review any marketing efforts the credit union has designed.
- We will configure and implement the member selected statement style configuration.
- CU*Northwest will then follow up for the first 3 months of the member selected statement style offering, and provide an analysis of how many members are choosing a statement style and which style is the most popular.