We make it simple.

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We make it simple.
Second Pilot Partner Call August 6th, 2007 200
PM CST
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Goals of the call

• In-depth demo review of educational tools
• Get Pilot Partner input to clarify how the tools
  need to be configured to meet your needs.
•  

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TODAYS AGENDA

• Greetings and Introductions
• Recap of the last pilot call and follow up on the
  action items
• Clarification and confirmation of the goals of
  the pilot partner process
• Demo and discussion of important key features for
  the member education suite of products 
• Discuss and share the survey results regarding
  complementary, similar, or competitive products
• Clarification of action items and dates for the
  third call 

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Greetings and Introductions

• Welcome and greetings from the Educated Investor
  team
• QUICK roll call of all attendees

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TODAYS AGENDA

• Greetings and Introductions
• Recap of the last pilot call and follow up on the
  action items
• Clarification and confirmation of the goals of
  the pilot partner process
• Demo and discussion of important key features for
  the member education suite of products 
• Discuss and share the survey results regarding
  complementary, similar, or competitive products
• Clarification of action items and dates for the
  third call 

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Recap from the first pilot call

• Clarification and Overview of Pilot Process
• Background and online demonstration
• Group Questions and Answers
• Clarification of Action Items for Next Call
•  

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Recap from the first pilot callClarification and
Overview of Pilot Process

• What we Expect from People
• A sincere interest, commitment and passion for
  promoting the bottom line benefits of financial
  education
• Participation to be led by senior level
  executives actively involved in strategy and
  budgeting decisions
• A commitment to provide timely feedback, input
  and critique on how the tools should be
  configured to meet your needs
• Willingness to help clarify how products should
  be positioned, priced and best utilized to meet
  your business goals
• Ability for participants to participate in up to
  four calls (one hour and provide up to 10 hours
  of your time over 3-4 month process)

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Recap from the first pilot call Clarification
and Overview of Pilot Process

• What Benefits We Will Provide
• Peer-to-peer collaboration learning experience
• Ability to help set pricing, strategy, and
  clarify key elements the tools must have
• Ability to get preferred pricing on the product
  should you feel they can add value to your
  organization
• The potential to positively impact the lives of
  over 3,000,000 credit union employees and
  members!

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Clarification and Overview of Pilot Process

• Tentative Schedule Of Events
• First Call July 16th (and July 18th)
• Goal(s) 1.) Introductions / overview of the
  process
• 2.) Quick demo of tools to be developed
• Second Call August 6th (and August 8th)
• Goal(s) 1.) In-depth review of educational tools
  
• 2.) Get Pilot Partner input to clarify how the
  tools need to be configured to meet your
  needs

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Clarification and Overview of Pilot Process

• Tentative Schedule Of Events
• Third Call August 27th (August 29th)
• Goal(s) 1.) Incorporate your input into product
  development
• 2.) Get member / SEG input and ideas
• 3.) Begin to clarify strategy and product
  positioning
• Fourth Call September 17th (September 18th)
• Goal(s) 1.) Incorporate pilot, member and SEG
  feedback
• 2.) Work to finalize product positioning,
  pricing and select a few key partners to
  launch products

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Follow up on the action items from our first
pilot calls

• Send notes to pilot partner group by end of week
• Follow up to get bios from everyone
• Follow up to get company profiles finalized
• Follow up with volunteers to do more in depth
  demo prior to August 6th or August 8th
• Survey of related products / services you might
  be familiar with

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TODAYS AGENDA

• Greetings and Introductions
• Recap of the last pilot call and follow up on the
  action items
• Clarification and confirmation of the goals of
  the pilot partner process
• Demo and discussion of important key features for
  the member education suite of products 
• Discuss and share the survey results regarding
  complementary, similar, or competitive products
• Clarification of action items and dates for the
  third call 

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Clarification and confirmation of the goals of
the pilot partner process

• The Goals of the Process
• To help develop financial education tools to help
  CUs
• Generate additional sales and service
  opportunities
• Build NEW and stronger member relationships

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TODAYS AGENDA

• Greetings and Introductions
• Recap of the last pilot call and follow up on the
  action items
• Clarification and confirmation of the goals of
  the pilot partner process
• Demo and discussion of important key features for
  the member education suite of products 
• Discuss and share the survey results regarding
  complementary, similar, or competitive products
• Clarification of action items and dates for the
  third call 

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Would you like to see a demo?

• http//www.educatedinvestor.com/pilot/overview.htm
  l

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Key Features for Member Education products

• Ability to co-brand the products
• Ability to track web usage analytics
• Ability to  track of appointments
• Ability to pull your own reports
• Ability to select for yourself the content you
  want appearing on your website

• Ability to serve up automated content in the DQQ
  and FAS
• Ability to choose "Feature Content" to support
  specific campaigns at the credit union
• Ability to collect data from tools to better
  understand member's needs.
• Ability to serve up personalized lesson plans
• Ability to connect members with individuals /
  products that fit their needs

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We want your ideas!What
What other features are important to you?
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TODAYS AGENDA

• Greetings and Introductions
• Recap of the last pilot call and follow up on the
  action items
• Clarification and confirmation of the goals of
  the pilot partner process
• Demo and discussion of important key features for
  the member education suite of products 
• Discuss and share the survey results regarding
  complementary, similar, or competitive products
• Clarification of action items and dates for the
  third call 

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Survey questions

• What financial education tools or resources do
  you use now?
• What other financial education tools or resources
  are you aware of but don't currently use?
• Who at your organization is responsible for
  making decisions about financial education tools?

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QUESTION 1 What financial education tools or
resources do you use now?

• Emerald Publications
• Bankers Edge
• Rex Johnson University of Lending
• BALANCE
• CUNA
• Googleplex
• CUDL AutoSmart
• Calcs from KJE Computer Solutions
• Interactive Advisors from Experion

• Financial Finesse
• Dinkytown
• MoneyStyle
• NEFE
• MyMoney.gov
• Prime Alliance Solutions
• Online coaches-CUNA
• Money Smart FDIC
• BVS Inc.
• FiServ Calculators

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QUESTION 2 What other financial education tools
are you aware of, but do not currently use?

• Podcasts
• Programs promoted through Credit Union Leagues
• Financial Planning software
• FinancialEngines.com
• BALANCE

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QUESTION 3Who at your organization is
responsible for making decisions about financial
education tools?

• Marketing for member education
• Training for employee education
• Senior Management
• CEO
• VP of Member Services
• Department heads from which the training would
  impact
• Business Development

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Any thoughts?

• Are there other vendors that were not on our
  list?
• How many of you provide financial education that
  is written in house?
• What are your members preferred methods of
  delivery for this type of content?

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TODAYS AGENDA

• Greetings and Introductions
• Recap of the last pilot call and follow up on the
  action items
• Clarification and confirmation of the goals of
  the pilot partner process
• Demo and discussion of important key features for
  the member education suite of products 
• Discuss and share the survey results regarding
  complementary, similar, or competitive products
• Clarification of action items and dates for the
  third call 

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Clarification of Action Items

• Send notes to pilot partner group by end of week
• Follow up to get company profiles finalized
• Follow up with volunteers to schedule one-on-one
  calls to discuss incorporating features into the
  tool set prior to August 27th and August 29th
  calls
• Have pilot partners rank the listing of key
  features in order of importance
• Are we missing anything?

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Thank you!Next pilot calls will be held1.)
August 27th at 2pm CDT2.) August 29th at 2pm CDT