Young & FREE 20 months later MACU CONFERENCE QUEBEC CITY | JUNE 1-3, 2009.

Young &

FREE20 months

later

MACU CONFERENCE QUEBEC CITY | JUNE 1-3, 2009

875,000The first

minutes in just50

Our goalKEY TAKE-

AWAYSFOR YOU9

Is it possible to have credit union

super fans?

Diggnation Video Podcast

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are needed to see this picture.

Larissa on the Diggnation Live Show in London

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are needed to see this picture.

SOCIAL MEDIA

Diggnation has over 400,000

subscribers

SOCIAL MEDIA

CNN has 400,000 average

daily viewers

ALBERTAYoungFreeAlberta.co

m

1TAKE-AWAY

Dialogue trumpsmonologue

CU

Innovation requires trust and a leap of faith

2TAKE-AWAY

We would like to hear

how Currency can help

Common Wealth

own the youth market

in northern Alberta!

– KIM CROCKETT, COMMON WEALTH CREDIT UNION

AUGUST 2006

“

”

The business case

What’s the competition up to?

The perfect scenario

Generation Y is

not a passing fad

3TAKE-AWAY

20

Entire contents © 2008  Forrester Research, Inc. All rights reserved.

“Do you do the following activities online at least monthly?”

Source: North American Technographics® Benchmark Survey, 2007

Base: US online consumers

Gen Y leads the way on Social Computing activities

0%

10%

20%

30%

40%

50%

60%

70%

80%

Gen Y Gen X YoungerBoomers

OlderBoomers

Senior

Use Web-based email

Use instantmessaging

Use socialnetworkingsites

Read blogs

Comment onblogs

21

Entire contents © 2008  Forrester Research, Inc. All rights reserved.

The Gen Y segment is growing — and will represent 29% of online households by 2011

Base: US online households

15%29%

30%

23%

37%34%

18% 14%

2006 2011

Seniors

Boomers

Gen X

Gen Y

Source: North American Technographics® Benchmark Survey, 2008

22

Entire contents © 2008  Forrester Research, Inc. All rights reserved.

Gen Yers will drive future online banking growth . . .

Base: US online households that bank online

The number of US online households that bank online

Seniors (born 1900 to 1945)

Boomers(born 1946 to 1963)

Gen Xers(born 1964 to 1975)

Gen Yers

(born 1976 to 1990)

ForecastActual*

40M

20M

0

5 - Year Growth

Rate

+35%

+43%

-3%

60M

80M

136%

Source: *North American Technographics Benchmark Surveys 2001-2005; Forrester’s NACTAS 2006Benchmark Survey

Rethink the three-month promotions

4TAKE-AWAY

Do one thing really big

5TAKE-AWAY

Launch Video

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are needed to see this picture.

Give young people freedom and resources and they will do amazing things

6TAKE-AWAY

Create a dialogue by entertaining first and educating second

7TAKE-AWAY

Sense and respond

8TAKE-AWAY

Video

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are needed to see this picture.

Keep it fresh

9TAKE-AWAY

What’s next?

Wall illuminations

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Go Mobile

Applicant Montage

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Meet the 2009 Young & Free Alberta Spokesperson, Myles Peterman

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are needed to see this picture.

91,918 site visits

275,923 page views

3:47 average visit

114,039+ YouTube video

views1,500+ blog comments

233 Facebook fans147 Twitter

followers

RESULTS

October 1, 2007 to October 31, 2008

$428,000 unpaid media

coverage

2,000,000+ impressions

125 pieces of unpaid media

2,650 Y&F accounts

$3,982,000 funds in Y&F

accounts

RESULTS

October 1, 2007 to September 30, 2008

4 CUES Golden Mirror Awards

5 MAC Gold Awards including

MACQUEE Best of Show

5 MACU AIME Awards

Forrester Groundswell Award first

place in the Talking category

CUCC National Innovation Award

AWARDS

October 1, 2007 to May 3, 2009

Creating loyalty and wallet share

Metrics and trending

Driving ongoing engagment

Province wide roll out

MOVING FORWARD

24/7 support

Content

CU staff engagement

Mining Gen Y insights

Bringing more and more value

Shared learning

Financial literacy

ON-GOING KEY CHALLENGES / GOALS

Thank

YOU!

CONTACT USJan Fisherjfisher@communitysavings.caKim Crockettkcrockett@alberta-cu.com

LEARN MOREwww.livingyoungandfree.com

Tim McAlpine tmcalpine@currencymarketing.ca