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Small Business Products
Spread the word about your small-business services
Do members know that your credit union can help them with their small-business needs? If not, they soon will –
with a new suite of small-business educational materials from Credit Union National Association (CUNA).
These materials will help you guide small-business owners through not just getting the loan, but all the other
critical steps to success—from creating a solid business plan to improving profitability.
By showing members that you are a personal, trustworthy information resource, you also position yourself as a more viable lending resource. In fact, a recent study by TowerGroup showed that small-business owners select financial-service providers based on personal relationships.
Use these tools to build small-business owners’ knowledge—and their loyalty to your credit union:
- Three Fundamentals of Small Business Handbooks
- Statement stuffer
- Folder with an insert on developing a business plan
- Drive-Up Envelopes
- Seminars in a Box for Members
Fundamentals of Small Business Handbooks
Show members you’re serious about helping them build their business by providing these helpful small-business handbooks. Titles include Launching Your Own Small Business, Running Your Small Business, and Getting a Handle on Small-Business Finances.
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Business Loans Help Realize Your Dreams stuffer
Gives members essential information for getting a business loan through their credit union. Shares the credit union advantage as well as items the lender will expect.
It’s Your Business portfolio
To grow relationships use the new "It’s Your Business" portfolio. This folder includes an eight-page insert that helps small-business owners develop their plan. There are pockets for you to add your credit union’s information, and a place for your business card.
Drive-Up Envelopes
Remind members of your business services at the drive-up too with this envelope.
Starting a Small Business member seminar kit
If you have members thinking of starting a small business, help them get off on the right foot. This Seminar in a Box will show them the traits of a successful entrepreneur, components of a successful business plan, where to find funding, where to go for help and much more.
Copyright © 2009 - Credit Union National Association, Inc.
