Deluxe Financial Services, Inc.

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Why Should I Trust You? (Article)

Most of us get suspicious when someone says: “Trust me!” When it comes to trust, actions definitely speak louder than words. During this Huddle, your team members will learn how to earn the trust of their customers by the way they behave.

More...

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.

2012 Innovation Award

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.   

SwitchAgentSM
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

  • Resource TypeCredit Union Industry Experts: What's in Store for 2013 (Blog Post)
    For our year-end blog post I asked our Preferred Partners to tell us what they see coming over the horizon, from their perspective, that credit union executives need to be focused on and/or prepared for as we head into 2013. Looking back a year, I see some common themes—revenue issues, economic uncertainty, regulatory uncertainty, and political uncertainty. Read more of this NAFCU Services Blog post.
  • Resource Type5 Team Behaviors to Establish Trust With Your Members (Blog Post)
    For any business, trust is key for retaining customers and attracting new ones. For credit unions, establishing trust is even more important because you are dealing with very sensitive issues—their money and their future. Read more of this NAFCU Services Blog post.
  • Resource TypeWhy Should I Trust You? (Article)
    Most of us get suspicious when someone says: “Trust me!” When it comes to trust, actions definitely speak louder than words. During this Huddle, your team members will learn how to earn the trust of their customers by the way they behave.
  • Resource TypeThe Best of the Best – 2012 NAFCU Services Innovation Awards (Blog Post)
    Innovation can be hard to define, but you can think of it as “the successful application of new ideas.”  ‘Application’ is the key word there – new ideas are the easy part – figuring out which are the good ones, and then applying them successfully, is more difficult. Read more of this NAFCU Services Blog post.
  • Resource TypeThe Role of Technology in the Future of Credit Union and Member Interaction (Podcast)

    In this podcast, Ed Templeton, President of SRP Federal Credit Union and a member of the NAFCU and NAFCU Services Board of Directors and Petro Tsarehradsky, Vice President of Marketing & Financial Services for Deluxe Corporation will share their expertise on how credit unions can better serve their members with advancing technology. 

  • Resource TypeHow 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.
  • Resource TypeUndaunted: 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.
  • Resource TypeFirst 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.
  • Resource TypeMaximizing 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.
  • Resource TypeConsumers 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.
  • Resource TypeCommunity 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.
  • Resource TypeManaging 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.
  • Resource TypeUncontained 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.
  • Resource TypeWhat 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.
  • Resource TypeEnhancing 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

Contact Deluxe Financial Services, Inc.

Rick Wohlers | 800-332-4234 X 156475
www.deluxe.com
rick.wohlers@deluxe.com