Category 3: Business/SEG Development

Assets $101M–$249M

Diamond Award
NRL FCU Lake Forest, CA Agency	Objective: To encourage members to take advantage of the Financial Services Group for all their investment needs and questions. Results: Goal was 17 clients/month for 3 months or 51 total and $750,000. New program attracted 92 clients and $2 million.

Award of Merit

Tracy Stanebow Houston FCU Sugar Land, TX Agency

Assets $250M–$499M

Diamond Award
Diana Fisher First Community CU Houston, TX Nonagency	Objective: To increase SEG account and loan penetration by offering a "can't-get-it-anywhere-else" loan offer designed exclusively for them. Results: Original goal was 300 loans at $500 apiece ($150,000). The credit union secured 741 loans totalling $364,576.

Award of Merit

Marketing Team Advancial FCU Dallas, TX Agency

Assets $500M and above

Diamond Award
Xerox FCU El Segundo, CA Agency	Objective: To attract potential SEG groups and SEG employees to the credit union. To highlight the benefits of joining the credit union by developing visual enticements rather than relying on just word-of-mouth. Results: The credit union attracted an additional 1,059 members, 11 SEGs, and over $5.7 million in Total Relationship.

Award of Merit

Marketing Department Delta ECU Atlanta, GA Agency

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