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NORTHEAST FINALIST
Amy Stanton
Assistant Vice President
of Marketing
Connex Credit Union ($350M)
North Haven, Connecticut
AMY STANTON
NORTHEAST REGIONAL FINALIST
• ASSISTANT VICE PRESIDENT OF
MARKETING
• NEW HAVEN, CONNECTICUT
• $450 MILLION IN ASSETS
• 40,000 MEMBERS
• 7 BRANCHES
• MEMBERS
• EMPLOYEES
• VOLUNTEERS
A GOAL PLANNING SERVICE
FOR YOUNG ADULTS
FOCUSING ON LIFE GOALS
AND AMBITIONS,AND THE
FINANCIAL DECISIONS
LEADING UP TO UNVERSITY
CHOICES
CONNECTICUT
YOUNG
PROFESSIONALS
COUNCIL
• (UN)COOPERATIVE
ADVERTISING
• IMPLEMENTATION
GRANT
WHAT
CHALLENGE
DOES CONNEX
FACE?
THE SAME
ONE
EVERYONE
ELSE
DOES!
EMPOWERMENT
AND
COLLABORATION
• Integrated member of Connex marketing department
– Actively involved in meetings, brainstorms, etc
– Assist and help with daily activities
– Participates with our Advertising Agency
• Meetings, conference calls, etc.
• Social media
– Take charge of Connex’s social media program
– Create videos, post content, track usage, etc.
VP of UNBANKING DUTIES
• Outline key on-campus events at:
– Quinnipiac University
– Southern Connecticut State University
– University of New Haven
– Albertus Magnus
– Yale
– Other
• Identify athletic events
• Student activities
• Concerts
UNIVERSITY EVENTS
UNIVERSITY EVENTS
• Explore partnership possibilities, including:
– Advertising
– Marketing
– Guerilla marketing
– Materials to give away
– Charitable components
• Develop year-long calendar of events
BANK, OR UNBANK?
• Man-On-The-Street interviews (on campus and city streets)
– Ask, do you bank or Unbank?
– Capture videos on FlipCam
– Larger project will be to edit into a collage
– Use on VP website, Facebook, blog, etc.
• Branch events
– Set up a “VP of Unbanking” table at branches
– Capture member testimonials as to why they Unbank
– Tour key/busy branches
COMMUNITY EVENTS
• Participate in community events
– Young Pros (PULSE)
• Sign up for membership
– Chamber of Commerce events
• Identify local fairs throughout the year
– Determine which ones are best to promote Unbanking
VP of UNBANKING WEBSITE
• VP to “own it”
– Create blog format
– Post weekly blogs promoting credit unions, issues, trends, etc.
– Topics can be financial tips and other Connex news
– Daily thoughts, member feedback and more!
– Include a “drop box” for people to contact the VP
ERIN KING
– Senior at Quinnipiac University
– Media and Art History Major
– PR and Social Media Experience
– “I’m graduating soon and admit I’m not
financially ready”
IN HER OWN
WORDS
– Tell her story of financial discovery
– Target her “peers”
– PR and Social Media focus
– First stumbling block
EARLY AND
CONTINUED
SUCESS
– Getting her hired!
– New attention
– International Credit Union Day
– Member testimonials
– Learning her views
LET’S CHECK OUT
SOME VIDEOS
THANKS!
i
Q&A with
Amy Stanton

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Amy Stanton CUES NTCUE Presentation

  • 1. i NORTHEAST FINALIST Amy Stanton Assistant Vice President of Marketing Connex Credit Union ($350M) North Haven, Connecticut
  • 3. • ASSISTANT VICE PRESIDENT OF MARKETING • NEW HAVEN, CONNECTICUT • $450 MILLION IN ASSETS • 40,000 MEMBERS • 7 BRANCHES
  • 5. A GOAL PLANNING SERVICE FOR YOUNG ADULTS FOCUSING ON LIFE GOALS AND AMBITIONS,AND THE FINANCIAL DECISIONS LEADING UP TO UNVERSITY CHOICES
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  • 15. • Integrated member of Connex marketing department – Actively involved in meetings, brainstorms, etc – Assist and help with daily activities – Participates with our Advertising Agency • Meetings, conference calls, etc. • Social media – Take charge of Connex’s social media program – Create videos, post content, track usage, etc. VP of UNBANKING DUTIES
  • 16. • Outline key on-campus events at: – Quinnipiac University – Southern Connecticut State University – University of New Haven – Albertus Magnus – Yale – Other • Identify athletic events • Student activities • Concerts UNIVERSITY EVENTS
  • 17. UNIVERSITY EVENTS • Explore partnership possibilities, including: – Advertising – Marketing – Guerilla marketing – Materials to give away – Charitable components • Develop year-long calendar of events
  • 18. BANK, OR UNBANK? • Man-On-The-Street interviews (on campus and city streets) – Ask, do you bank or Unbank? – Capture videos on FlipCam – Larger project will be to edit into a collage – Use on VP website, Facebook, blog, etc. • Branch events – Set up a “VP of Unbanking” table at branches – Capture member testimonials as to why they Unbank – Tour key/busy branches
  • 19. COMMUNITY EVENTS • Participate in community events – Young Pros (PULSE) • Sign up for membership – Chamber of Commerce events • Identify local fairs throughout the year – Determine which ones are best to promote Unbanking
  • 20. VP of UNBANKING WEBSITE • VP to “own it” – Create blog format – Post weekly blogs promoting credit unions, issues, trends, etc. – Topics can be financial tips and other Connex news – Daily thoughts, member feedback and more! – Include a “drop box” for people to contact the VP
  • 21. ERIN KING – Senior at Quinnipiac University – Media and Art History Major – PR and Social Media Experience – “I’m graduating soon and admit I’m not financially ready”
  • 22. IN HER OWN WORDS – Tell her story of financial discovery – Target her “peers” – PR and Social Media focus – First stumbling block
  • 23. EARLY AND CONTINUED SUCESS – Getting her hired! – New attention – International Credit Union Day – Member testimonials – Learning her views
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