INDIAN WELLS, Calif. — Several credit union executives recently shared how incorporating financial education programs into sales and service programs has helped their financial institutions achieve "bottom-line benefits."
Hosted by Precision Information, a publisher of interactive educational materials, more than 20 executives attended the Sept. 23-26 Educated Investor Collaborative-Discover the Bottom Line Benefits of Financial Education conference here that featured presentations by industry experts on increased employee financial education and industry case studies in which credit unions have integrated financial education into sales and service programs.
A presentation by Matt Osborn, training director of Desert Schools FCU, showed more than 325% growth in revenue from 2004 to 2006 after incorporating employee financial education into a sales and service program. Mountain American CU's "Build Your Retirement Campaign" led to respective 92% and 125% increases of individual retirement accounts and term deposits in a four-month period from January through April 2007.
Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.
Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking credit union news and analysis, on-site and via our newsletters and custom alerts
- Weekly Shared Accounts podcast featuring exclusive interviews with industry leaders
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical coverage of the commercial real estate and financial advisory markets on our other ALM sites, GlobeSt.com and ThinkAdvisor.com
Already have an account? Sign In Now
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
