Business Development Services
 
• SEG Marketing
• Promotional Materials
• CU Performance Review
• Whole Life Insurance
• Disability Income Protection
• Critical Illness Insurance
• Accident Insurance
• LifeGuard
• Member Call Center
• Annual Policy Review
• Corporate Officers
• Regional Managers
Proven Leaders in Business Development

Only PFP offers true credit union first business development services. Our SEG marketing department works with your business development team to expand your outreach efforts with SEGs, at no cost to the credit union.

PFP's Business Development Coordinators assume the responsibility of contacting your SEGs, scheduling SEG site visits, and publicizing each visit with customized posters, payroll stuffers and email blasts. Then, our trained sales representatives bring the credit union to the SEG site to sign up new members and cross-sell services.

Our Business Development program includes employee awareness campaigns and individual meetings with each employee. Marketing services are available to both new and existing SEGs. Representatives will re-visit the work-place on a regularly scheduled basis. When enrolling new SEGs, typically more than 60% of the employees we visit with will choose to become members of the credit union, taking advantage of multiple benefits including loan and deposit programs, credit cards and The Family Security Plan®. Detailed activity reports are provided monthly, so you can chart the success of this program.

Results at New SEGS Bloomsberg
Mills, Inc.
Ames Rubber
Corporation
Motor Age
Inc.
Bel Art
Productions
Eligible Employees 300 400 240 167
New Members 151 187 142 97
ATM Cards 136 53 95 138
Telephone Processing 151 155 141 97
Club Accounts 15 14 18 2
Checking Accounts 76 11 53 18
Loan Applications 0 0 2 1
Visa Cards 12 21 55 15
Net Pay Deposits 26 2 110 88
Payroll Deduction 125 185 32 9
The Family Security Plan 87 21 87 73

Results at Existing SEGS Time Warner
Cable of NYC
Whiting
Healthcare
B.A.R.C. Forest Haven
Nursing Home
Eligible Employees 431 250 450 175
Existing Members 176 147 200 36
New Members 210 44 93 82
ATM Cards 202 41 80 60
Telephone Processing 210 40 93 82
Club Accounts 56 4 8 33
Checking Accounts 120 37 18 19
Loan Applications 3 0 2 1
Visa Cards 16 5 7 7
Net Pay Deposits 66 41 11 3
Payroll Deduction 210 3 82 80
The Family Security Plan 197 37 85 63