RobCarabelliSenior Marketing StrategistMcGraw-Hill FCU ($325M)East Windsor, New Jersey.

The  Financial  Wellness  Ra.ng

A  Case  Study  in  Engagement,  Communica4on,  and  Shared  Learning

Robert  CarabelliSenior  Marke4ng  Strategist  |  McGraw-­‐Hill  FCU

I. Introduc4on

II.Project  Highlights

III.Individual  Learning

IV.2014  and  Beyond  –  The  Next  Steps  of  the  Financial  Wellness  Ra4ng

Is  Floyd  Mayweather,  America?  Our  Members?

Is  Floyd  Mayweather,  America?  Our  Members?

• Smart?

• Responsible?

• Answer:  No

• Members  need  sensible  guidance  and  support• Need  to  be  put  into  products  that  are  right  for  their  life  stage  and  situa4on

Project  Highlights

The  Financial  Wellness  Ra.ng• Strategy

• Objec4ves

• Financial  Wellness  Ra4ng  unveil• What  went  wrong?• Needed  to  pivot  to  succeed• Define  Desired  Future  Member  State• 360Member  Experience

Project  Highlights

To  succeed:• Engage  with  more  than  C-­‐Level  execu4ves

• Understand  what  occurs  on  the  frontlines

• Define  who  will  be  part  of  the  process  going  forward

• Engage,  communicate,  and  engage  again

Individual  Learning

• It’s  not  about  you,  it’s  about  the  individual  on  the  other  side  of  the  desk• Understand  his/her  objec4ves  and  goals• Align  those  goals  with  your  own

• Clearly  define  Condi4ons  for  Success• Communicate  those  o]en  to  key  internal  stakeholders

• Tes4ng  and  pivo4ng  is  essen4al  to  success  

2014  and  Beyond

• Integrate  technology• Opportunity  to  engage  a  new  group• Foster  new  ideas  and  expand  thinking

• Launch  to  Sales  Team  –  becomes  second  nature

• Amplify  and  adapt  the  program  as  the  credit  union  grows

• Increase  services  per  household

Conclusion

• Beyond  the  CUES  Conference• Process  can  be  applied  to  other  disciplines  and  projects

• Perfect  4ming  –  always  more  than  the  compe44on

• Aligning  the  member  with  the  product  is  ideal,  not  the  other  way  around

• We’re  not  Floyd  Mayweather,  Jr.

Thank  you  for  your  4me  and  considera4on  as  the  CUES  Next  Top  Credit  Union  Execu4ve.

We  will  now  pause  for  ques4ons  and  comments.

Q&A with

Rob