Benefits of CFS for your credit union:
- Offer a unique and much needed service to parents of college-bound children - Educate them concerning what they can do to control the cost of college! Empower them with actionable information.
- Help CU understand and address the Generation Y market opportunity.
- Drive new deposit accounts - College planning is perfect context for new account promotions for college-bound student.
- Helps credit unions achieve their goal of "full financial service provider."
- Open/Enhance marketing channels (Online, SEGs, Schools, etc.) Provide a service that links baby boomers and their children (GEN Y) to the credit union.
- Simplicity of integration/use and cost effective: comprehensive capability at an affordable fee. Wise investment of capital!
- Dynamic reporting capability - credit union can generate its own activity reports.
- Increase revenue: Custom reports provide context for appropriate back-end products/services (investments, loans, student services, etc.).
- Register for webinar and live demo on December 3.
- Download Presentation: "CFS and Credit Unions"
- Sample Report
- Download Brochure: Integrated Marketing Support for Credit Unions
| License | Fees |
| One-year license | $5,000* |
| Setup cost | No fee |
| Rebate opportunity** | ($500) |
| Net Investment | $4,500 |
*PSCU Financial Services member credit unions enjoy a 20% discount on the annual license fee! Visit the PSCU Financial Services Member Connect site for additional details.
**CFS will rebate a portion of license fee to credit union to fund promotional campaigns related to the service!
"With our emphasis on youth (five school branches and three additional school partnerships), partnering with Collegiate Funding Solutions was a slam-dunk. The program provides our members and potential members with a valuable service - planning for college funding - for a very affordable price. It is just as applicable for someone with pre-school children as it is for those whose kids are getting ready to go to college. This program enhances our financial planning and lending services by directing members to discuss their options with us. We're excited about this partnership and it’s potential for the future."
Jacqueline Connor
VP - Marketing and Business Development
Belvoir Federal Credit Union


