Global ETD Search

1	Banking programs for employer clusters the benefits of a territory based sale program Montes, Ana Elsa 01 January 2003 (has links) The purpose of this project is to gain a better understandng of the sales opportunities available to credit unions through business-to-business relationship selling. This cluster-based approach will focus on techniques and tactics to increase sales. The project differentiates the market by companies in Riverside and San Bernardino Counties, referred to as the Inland Empire. The project will reveal the benefits of instituting a territory based sales program similar to Arrowhead Credit Union's that encourages sales professionals to learn about their region's nuances. More importantly, it addresses the advantages of relationship selling over numbers based selling. Credit unions -- Marketing -- California Comparative marketing Customer relations Relationship marketing Sales territories Selling
2	Investment centers that are feasible in a credit union Vick, Sondra Kay 01 January 2000 (has links) This project will identify the options available to a credit union desiring to open an office of the securities industry to provide investment products and advisory services to its member. The three options identified are becoming a branch office of an established broker/dealer, becoming an introducing broker/dealer, or purchasing an existing broker/dealer. An analysis will identify the required needs of an account executive in a computer system, client statements, and client confirmations. It will also analysis the capital requirements, the expenses of opening and running an office, fees charged to clients, and the licenses required. This project will show that any of these three options are feasible for a credit union but which option is chosen will be determined by the size and capital of the credit union undertaking this business venture. Credit unions -- Marketing Credit unions -- Investments Banks and banking Cooperative Selling -- Banks and banking
3	Service delivery network strategy for Arrowhead Credit Union Benjamin, Anne Louise 01 January 2003 (has links) Based on research into the area of financial service delivery it has become obvious that convenience and simplicity are the keys to success in the future as far as delivering financial services to consumers. This thesis discusses how this convenience and simplicity will be accomplished. It also covers the changes that need to be made and the financial impact on the institutions. Credit unions -- Marketing -- California Customer services Customer relations Comparative marketing Marketing
4	Generational marketing: Baby boomers, Generation X and the net generation Ronnfeldt, Jane 01 January 2001 (has links) The purpose of this project is to gain a better understanding of the different market opportunities available to credit unions. The project differentiates the markets by age: Net Generation 2 to 22, Generation X 23 to 34 and the Baby Boomers 35 to 53. Each of these groups are important to the ongoing health of credit unions. Arrowhead Credit Union (San Bernardino California) Marketing segmentation Marketing research Comparative marketing Credit unions -- Marketing Baby boom generation -- Personal Finance Generation X -- Personal Finance Marketing
5	Credit union service organization products and services: Implications, decisions, and strategies Bare, Michael Burnett 01 January 2005 (has links) This project will create strategic tools for the Credit Union and CUSO to use in order to best create a more symbiotic relationship between the two entities. Credit unions Customer services Financial services industry Credit unions Marketing Financial institutions Customer services Credit unions Customer services Credit unions Marketing Customer services Financial institutions Financial services industry Finance and Financial Management Marketing
6	A quest for sales Goehring, Daniel Lynn 01 January 2001 (has links) This paper is to evaluate the sales program at Arrowhead Credit Union, and make recommendations for enhancing and improving it. This paper provide guidance and direction to assist the Arrowhead Credit Unions transition to a sales focused organization. Sales personnel Sales personnel -- Training of Credit unions -- Marketing

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