Products, Services For Boosting SEGs, Penetration

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Attendees at The Credit Union Journal's SEG & Business Development Conference here found a dozen companies offering products and services aimed at boosting business from members. Among them:

Counter Intelligence Associates, San Juan Capistrano, Calif.

CIA provides management, marketing, product analysis, regulatory compliance, ALM, strategic planning and more to credit unions. "We have been in business for 25 years as a full-service consulting firm," said a representative at the show. "We are here to inform people that we do more than strategic planning. We do member business training, teach compliance, and we teach sales culture."

The company also launched a technology division, including its own webcasting studio. For info: 949-496-3947.

Credit Union Service Corporation (CUSC), Duluth, Ga.

The leading shared branch network with branches in 24 states and 500 locations nationwide, CUSC is also part of a national network with 900 shared branches in 33 states. "Shared branching really is the way to get access to SEGs," said a representative. "We do everything in shared branching. We get data processors and credit unions and get them into the network. We have a relationship with about 75 data processors." For info: 678-812-1322.

Financial Marketing Group (FMG),

Birmingham, Ala.

FMG helps CUs create cost-effective and compelling marketing programs, and has alliances with organizations experienced in providing other products and services. "We represent select programs credit unions need to have in place to grow effectively," a spokesperson said. "We help with strategic planning and delivery. We focus on community-chartered credit unions. We have MRM (member relationship management) software, affinity value added programs, and a Hispanic program we built from the ground up." For info: 205-437-2132, or

Financial Finesse, San Francisco

We are a financial education service. We put on workshops, offer online web content, a telephone helpline and other services designed for members to learn more about a wide range of topics including loans and investments," a spokesperson told The Journal. "Our web content helps credit unions improve value because members learn how to cope with financial stress." For info:

KDA Holdings-Adrenaline,

Marietta, Ga.

KDA Holdings develops and implements growth and profitability strategies for financial institutions, including strategic market planning, retail delivery strategies, operations consulting, facilities design, and more. For info: 770- 422-3984. Adrenaline, Inc. provides an integrated approach to marketing and retail communications designed to "visually, verbally and emotionally connect with your members," the company said. For info: 404-252-9995 or

New Vision Marketing, Agoura Hills, Calif.

New Vision marketing, Inc. provides marketing and SEG development services to credit unions, including the SEGManager 2000 software application used by 50 of the top 100 credit unions. SEGManager 2000 received several plugs from speakers during The Journal conference. For info: 818-706-2416.

PSB, The Marketing SuperSource, Lake Forest, Calif.

The company "combines the best of printing, creative and mailing services into one process," said a spokesperson. Catalogs include thousands of designs for customizing brochures, inserts, postcards, e-mail campaigns, broadcast media, and more. For info: 949-340-8977.

Raddon Financial Group,

Oakbrook Terrace, Ill.

RFG, whose CEO, Bob Lawhead, keynoted The Journal meeting, provides a number of research-based solutions to credit unions. Its CEO Strategies Group integrates financial and household data to measure member profitabilty and credit union performance, while its CEO Member Survey identifies key member segments for targeting.

Research and MCIF solutions are also available. For info: 800-827-3500, or

Strunk & Associates, Houston

An advisory service recoginzed for its innovative design, development and immplementation of sustainable profit-improvement solutions, Strunk & Associates may be best known for its "Free Checking" and "Overdraft Privilege Service" programs.

During the conference, keynoter Bob Lawhead urged credit unions to see Strunk regarding offering overdraft or "courtesy pay" programs.

For more info: 800-728-3116, or

Symitar Systems, San Diego

A provider of "cutting edge" IT solutions for credit unions in both in-house and service-bureau environments, Symitar offers three solutions, including EPISYS (the solution selected by 20% of billion-dollar credit unions); CONDUCTOR, a robust, turnkey solution for mid-sized CUs, and CRUISE-SQL, a flexible PC-based solution for smaller CUs.

For info: 619-542-6973.

The Choice Collection, Norcross, Ga.

A division of Loyaltyworks, The Choice Collection focuses on making loyalty marketing work for clients. "The Choice Collection helps credit unions solve complex business challenges by working the power of long-term relationships," the company said.

For info: 800-844-5000.

Visa Debit Processing Service, Brookfield, Wis.

During The Journal's Business Development Conference, VISA DPS was displaying its state-of-the-art Visa check card processing, its online gateway to national and regional ATM-POS networks, its full-function ATM terminal driving and single-point connectivity, and more.

For info: 262-641-2360, or

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