Deluxe Financial Services, Inc.

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Undaunted: How Credit Unions Can Thrive in the New Financial Services Environment (Podcast and Presentation)

The 2011 Deluxe Collaborative focused their research on understanding what members think and feel about their financial institution, regulations, products, and process. In this session from NAFCU's 2012 Strategic Growth Conference, learn five things these researchers discovered that will help your credit union thrive.

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Overview

Deluxe Financial Services, Inc. provides checks and related products to financial services organizations, consumers and small businesses through multiple distribution channels.

The company offers specialized marketing programs to help credit unions increase member satisfaction, improve operational efficiency and reduce risk. Since its beginning in 1915, Deluxe has been instrumental in shaping the payments industry.

Solutions

Payment Programs

Trust. When welcoming new account holders, you ask for it. By caring about and meeting their needs, you earn it. And, when you earn their trust, you earn their loyalty. With the Deluxe Payment & Security Programs, you’ll earn that trust by anticipating their needs for different payment options and giving them peace of mind with security against fraud and identity theft while protecting yourself against account abuse.

Personal Checks
Make your member checking program more efficient and, more importantly, more profitable with Deluxe. By providing your members with the option of checks, you're providing them with a great backup plan when it comes to payment. And, better yet, you'll be helping to maximize revenue for your credit union.

Business Checks & Supplies
Help your small business accounts grow and thrive by providing them with the business checks and related products they need to succeed, and we'll help position you as a trusted resource for their future growth. Utilizing the Deluxe Business Advantage® program ensures your account holders receive just what they need to meet their specific needs and drives more profitability for you.

Member Acquisition & Growth Programs

Connect with your members and you'll create relationships that drive revenue for years to come. It's as simple as that. Investing in your account holders for the long haul is what it takes to make the strong connections that provide the returns you're looking for. Deluxe has been facilitating successful relationships between credit unions ad their members for over 95 years. Profit from our experience with a growth strategy that works.

Acquire
Connect with the prospective account holders you desire and watch your profits soar. Intelligent targeting helps you find and acquire members. Specifically, the right members. Our capabilities include database-driven marketing programs that help you acquire new DDA households.

SwitchAgent^SM
SwitchAgent is designed to capture account information with minimum effort and duplication while removing the burden of switching from accounts holders and financial institutions by automatically moving pre-authorized transactions. Until now, moving pre-authorized transactions was time-consuming and difficult. With SwitchAgent, the account holder signs the form and authorizes your institution to make changes. Deluxe takes it from there.

Welcome
Happy account holders are profitable account holders. With Informed Marketing and comprehensive on-boarding, you'll receive both turnkey and customized end-to-end communication solutions for consumers and small business members that get right at the heart of their needs.

Automated, account-switch concierge service with SwitchAgent making the process of changing member accounts quick & easy
New account applicant screening- helping you identify new applicants who have a prior history of fraud or account abuse
Turnkey marketing programs - providing specialized, database-driven marketing to financial institutions like yours

Serve
Getting all of your employees on board is a breeze with our In-Branch Training. We work with you to provide employee training and an account holder experience design that optimizes walk-in conversion.

Satisfy
Cultivate the connections you've made and you'll retain loyal members. With Deluxe Acquisition and Growth programs, you'll get the tools it takes to measure member engagement including, measurement and results reporting - continually monitoring and measuring account holder engagement to drive consistent and repeatable ROI.

NAFCU Member-Only Benefits

NAFCU member credit unions receive specialized marketing programs to help increase member satisfaction, improve operational efficiency and reduce risk.

Educational Resources

How to Help New Members Make the Easy Switch to Your Credit Union (Podcast)
As consumers continue to balk at new bank fees, “Bank Transfer Day” gains popularity and we see an influx of news and press attention supporting the move to credit unions, there is an obvious opportunity for growing credit union membership. In this podcast, we discuss the most effective ways new members can switch their banking to a credit union.
Undaunted: How Credit Unions Can Thrive in the New Financial Services Environment (Podcast and Presentation)
The 2011 Deluxe Collaborative focused their research on understanding what members think and feel about their financial institution, regulations, products, and process. In this session from NAFCU's 2012 Strategic Growth Conference, learn five things these researchers discovered that will help your credit union thrive.
First Acts: What is Next for your Credit Union (Podcast)
This session delves into how to jump start your momentum in growth by defining concrete steps, an innovative model, and defined tactics.
Maximizing the Value of Checks (Whitepaper)
Deluxe recently conducted an online survey to gain consumer insight on pricing for various check quantities. The ultimate goal was to hone in on an optimal retail pricing strategy that would allow financial institutions to generate revenue without sacrificing consumer demand for checks.
Consumers Want the Right to Write Checks (Whitepaper)
In June 2010, Ipsos, a leading global survey-based market research company, conducted a survey to understand the use of personal checks. Find out how consumers feel about losing their freedom to pay by check and being "forced" to pay by cash or credit card at retailers and restaurants.
Community Banks Perfectly Poised to be Close To Home Leaders (Whitepaper)
As the concept of recovery seems more and more likely, Banks are responding with an eagerness to increase their market share, sell more products and services, and reach out to new audiences. This eagerness is offset, however, by the reality that things have changed. Consumers feel different about their banks than they used to, their needs have changed, their buying process modified.
Managing the Member Experience (Webinar)
How do members describe their credit union experience? How do you want them to describe their credit union experience? In this recorded webinar, Mike Lokowich, Experience Manager at Deluxe Corporation, discusses the insights that they have gained over the years with research and participation with credit union members to successfully show members they are important.
Generating Small Business Revenue Through Customer Loyalty (Webinar)
How to turn your most limited resource – time, into your greatest revenue stream with easy steps and tools designed for Business Bankers. Russ Belland, Deluxe Business Advantage Program Director, discusses simple solutions to gain more revenue by not wasting time in this webinar.
Are You Leaving Sales Opportunities on the Table? (Webinar)
Learn about the critical nature of customer experience and loyalty, and see how personal connections affect the buying decisions of your account holders. This webinar from Deluxe will prepare you to put best practices into action.
Uncontained Enthusiasm - Consumers Pick a Winning Check Container (Whitepaper)
Committed to continuously improving products, services and processing, Deluxe has proactively worked with the United States Postal Service to create streamlined packaging that takes full advantage of the postal service's investment in automation.
What Do Small Businesses Really Want from Their Financial Institutions? (Podcast)
This podcast focuses on the findings of a group of credit union and bank executives that spent nearly a year working collaboratively (under the aegis of Deluxe Corporation) to better understand small business value drivers.
Enhancing Member Relationships (Podcast)
This podcast features a conversation with Katie Gore, Vice President of Market Opportunity, from Deluxe Financial Services, who will talk about specific strategies for credit unions to maintain relevancy, keep up with the competition and know where to focus their efforts while also providing first-rate customer service and achieving business goals.

News

New Personal Finance Survey Launches Stand Up For Your Right to Write Checks Campaign To Preserve Payment Freedom (September 30, 2010)
ST. PAUL, Minn., Sept 30, 2010 /PRNewswire via COMTEX/ -- Are you among the millions of Americans who are frustrated when they take out their wallet or purse to pay in a store or restaurant and are confronted by a sign saying, "Sorry, We Do Not Accept Checks"? In fact, three-quarters (75%) of American consumers insist they should have the freedom to pay at stores or restaurants with whatever method they choose - check, credit/debit card or cash, according to a new study conducted by Ipsos for the "Stand Up For Your Right to Write Checks" campaign (www.righttowritechecks.com).
Deluxe, Affinion, and Securian Receive NAFCU Services 2009 Innovation Awards (July 6, 2009)
WASHINGTON —NAFCU Services Corporation today announced the winners of its 2009 Innovation Awards, which recognize excellence and innovation in Preferred Partner solutions for credit unions and enhance their ability to compete in a crowded financial services marketplace.
Deluxe’s Loyalty, Relationship and Member Experience Enhancement Solutions Join NAFCU Services Preferred Partner Program (June 24, 2009)
WASHINGTON — NAFCU Services Corporation (www.nafcu.org/nafcuservices) today announced that Deluxe Corporation has expanded its Preferred Partnership to include loyalty, relationship and member experience enhancement solutions. In addition to its check printing business, Deluxe provides solutions that help financial institutions leverage relationships, gain insight, create loyalty, increase security, grow revenue and build a strong brand.