As credit unions seek to move business intelligence from the back office to the front line, the challenge becomes how to best present relationship and profit information and make it actionable at the front line, where it matters most. The Marketing Customer Information File (MCIF) has been used by thousands of financial institutions to help them better understand their client base. The unparalleled relationship view, along with the understanding of profit contribution that the MCIF provides is essential to both tactical and strategic planning. The same information is vital to helping credit unions implement a successful Member Relationship Management (MRM) strategy.

This event is in conjunction with the CUNA Marketing & Business Development Council.

Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff!

When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

CUNA Webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the presenter and your peers during live webinars.

Can't attend at this time? Click here for the archived version.

• Hear an overview of how the MCIF aggregates relationship and profit data and how to use that information to drive an MRM strategy
• Learn tactics to build consumer loyalty and improve relationship profitability
• Explore best practices for successful segmentation strategies and new member on-boarding strategies
• Discover how to use your MCIF for effective e-mail marketing

This webinar is beneficial for marketing executives and staff interested in learning how to maximize the use of their MCIF.

Affiliation with CUNA/League is required for attendance.

Carolyn Richard
Carolyn is the direct marketing and events coordinator with Service Credit Union. As part of her role, she oversees all direct mailings, assisted in the development of Service Credit Union’s on-boarding program, and oversees its continuance.



Tammy Daniels
Tammy has been with Harland Financial Solutions for more than ten years. During her tenure, she has assisted clients in support and training. Now, as a marketing analyst, she works with service bureau clients who use Harland Financial Solutions’ business intelligence solution, Touché Analyzer, to manage and support the credit union’s business intelligence database.

The last day for cancellations was July 19, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.