Increasing Active E-Statements Users


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This document and the following volumes are intended to give a you and your credit union a complete road map to build upon previous marketing campaigns. Using the tools available, this road map will allow you to contact your members that you signed up in person for receiving e-statements but have never actually electronically agreed to it via the internet. This road map will take you from the very beginning of developing the campaign and targeting data, all the way through to the end of the process and the evaluation of the campaign. You will discover within, all the steps necessary to create the campaign, the steps to follow through to the end using the referenced CU*BASE options to mine the data and track the sale’s success.

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Contact individuals who you have signed up for e-statements directly but have not yet gone into home banking and accepted the use agreement. Why should you do this? In accordance with the E-Sign Act a member must agree electronically to receive their periodic statements before the process can begin. Once this is done the credit union can start saving money by not sending paper statements and the members will have the e-statement convenience at their fingertips. The individuals you are targeting are those who you personally enrolled in e-statements during the account opening process or who have requested to be enrolled via a phone center.

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