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04/15/2010

Online Budgeting Software

Hey credit union marketers, I ran across some very cool marketing budgeting software available from a Vancouver company called Allocadia. Allocadia has developed an online budgeting application designed for marketing professionals who are responsible for managing departmental and campaign budgets. Take a look at the online demo, you may find this online application very interesting (www.allocadia.com). Cheers, Jim Walker, MACU Chair and Research Manager for Central 1 Credit Union.


 

02/06/2009

Industry Help Needed - Mobile Sales Force Information

I am looking for industry help! Has anyone either engaged in or heard of a CU in Canada successfully launching/running a mobile mortgage or product specialist? We are researching this and would like insights into any other CU that has tried it. A mobile specialist can sell any product or service and is usually paid by commission on their sales. Very popular with banks, we are struggling to learn of a CU that's implemented.

Any tips, referrals or suggestions? Thanks MACU peers!

Rachel Milan

http://teacherscu.on.ca


 

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