(1) 6/20/2012 2014 Online Bill Pay Sweeps Kick-Off.

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2014 Online Bill Pay Sweeps Kick-Off

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Agenda+ Overview+ What’s New+ Drawings, Prizes and Rules+ Marketing Materials+ PSCU Hosted Email Campaigns+ Key Dates+ Campaign Website+ Questions

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Overview and Details

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Overview+ Exciting changes in 2014+ One HUGE sweepstakes with 2 drawings

• July drawing• December drawing

+ One enrollment period for both drawings• FI is registered for both drawings when enrolled

+ More prizes than ever before+ All financial institutions can participate+ No cost to financial institution to participate

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Campaign Details+ Objectives

• Increase adoption of online bill payment• Increase number of bill pay transactions• Educate consumers on ease and control of bill pay

+ Target Group• Online banking consumers

Active bill pay subscribers Bill pay subscribers that have become inactive

• Offline bill payers (acquisition)+ Campaign Messaging

• Simplify Your Life• Control and Convenience

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Sweeps Promotions

+ Two promotional periods for sweepstakes+ Different themes for each promotion + First Promotion

• March 29 – June 30, 2014• Drawing in July

+ Second Promotion • August 28 – November 30, 2014• Drawing in December

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Best Practices + Promote sweeps through multiple channels

• Printed branch materials• On-hold messages• Website – banners, popups, landing page• In-branch monitors• Email communications• Newsletters• Social Media• Be sure to adhere to Abbreviated Rules for Advertising

+ Encourage bill pay refresher training for staff• Online Associate Education is available from PSCU

+ Offer employee incentives/contest for using bill pay

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What’s New?

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Associate Education

+ Online tool offering general bill pay information+ Designed for your branch and call center staff + Refresh their knowledge of bill pay+ Should only take 10 – 15 minutes to complete the course+ Includes:

• Brief Product Video• Tip Sheet• Bill Pay Quiz• Bill Pay Calculator

+ http://www.pages01.net/fiservbps/ALP-2013-C2/

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Associate Education

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Dedicated Sweeps Website+ www.SimplifySweeps.com+ Central sweeps location for consumers+ Benefits of online bill payment+ Official Rules+ Eligibility + Alternate Method of Entry (AMOE)

• Mail-in alternate method+ Site will be live on March 29

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Drawings, Prizes & Rules

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Drawings and Prizes+ First Drawing in July

• Theme centers around SIMPLIFY YOUR LIFE• Prizes include

Vacation Rental ($1500 value – 1 winner) iPad Mini (2 winners) $100 Visa Gift Card (one winner for each FI) $25 Restaurant Gift Card (40 winners)

+ Second Drawing in December• Theme centers around CONTROL & CONVENIENCE• Prizes include

$500 Visa Gift Card (10 winners) iPad Mini (2 winners) $50 Restaurant Gift Card (90 winners)

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Official Rules+ Link on sweeps website - www.SimplifySweeps.com+ Eligibility to win

• US resident, 18 years of age or older• Not eligible – businesses, FI employees and families or board

members+ Chances to win

• Every bill paid online • Every eBill requested• 30 entries maximum per person

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AMOE+ Alternate Method of Entry (AMOE)

• Mail in entry• Enter without paying a bill online or requesting an eBill• Table of financial institutions in rules for AMOE entry• Enter on 3" x 5" card mailed in an envelope to sweeps

administrator• Maximum of 30 entries total per person for each drawing

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Advertising Rules+ Abbreviated Rules for Advertising+ Link on campaign website on MemberConnect+ Must adhere to advertising rules+ Disclosures must be used on all advertising materials+ Specific rules for

• TV and radio• Print• Online ads – banner• Online ads – not a banner

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Winner Notification+ Sweeps administrator selects winners for each prize+ Sweeps admin notifies PSCU of winners+ PSCU notifies FI

• FI verifies eligibility+ PSCU sends eligibility confirmations to sweeps admin+ Sweeps admin notifies winners by email or phone if no email

address is available+ Sweeps admin distributes prizes+ Winners list may not be published prior to winners receiving

prize

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Marketing Collateral

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Marketing Materials+ Unique themed marketing materials for each drawing+ Downloadable collateral available on campaign site

• Banner ads• Landing page• HTML Email template• Newsletter sample copy• Statement Inserts/Take Ones • Lobby Posters • Lobby Table Tents

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Printed Materials+ Non-custom printed materials are available from PSCU at a

discounted cost, plus shipping charges• Statement Inserts/Take Ones ($0.01 per piece)• Lobby Posters ($1.00 per piece)• Lobby Table Tents ($0.50 per piece)

+ FI will be billed on PSCU monthly invoice

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PSCU Hosted Email Campaigns

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Email Template

+ Drawing 1+ Drop 1

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PSCU Hosted Email Campaigns

+ Advisors Plus will manage an email campaign for each drawing+ Email templates are non-custom except for FI specifics

• FI Name• FI Logo• FI Bill Pay Product Name• FI Address• Link to FI website landing page• Optional link to Facebook and Twitter

+ Target list will include active and inactive bill pay subscribers, as well as acquisition targets

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Acquisition Files

+ FI sends list of members/customers who are not bill pay subscribers

+ File Layout Format instructions found on campaign site+ Send file in Excel including required fields

• Send via PSCU’s Secure Messenger system• To [email protected]• You will be assigned a login if you don’t have one already or you

may request a password reset if you’re signed up but expired+ Files are due February 19 for first drawing + Files are due July 16 for second drawing

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Hosted Emails Launch

+ Drawing 1• Email Drop 1 – March 29• Email Drop 2 – April 27 • Email Drop 3 - June 12• Test email approvals – first week in March

+ Drawing 2• Email Drop 1 – August 28• Email Drop 2 – October 1• Email Drop 3 – November 1• Test email approvals – first week in August

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Key Dates

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Key Dates+ First Promotion: March 29 – June 30, 2014

• Emails drop (PSCU hosted campaign) March 29, April 27, June 12

• Prize drawing in July+ Second Promotion : August 28 – November 30, 2014

• Emails drop (PSCU hosted campaign) August 28, October 1, November 1

• Prize drawing in December+ Printed materials arrive 2 weeks prior to promotion start

(if ordered from PSCU)+ Results tracking available early 2015

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MemberConnect Campaign Site

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Campaign Website

+ Campaign site on MemberConnect at https://members.pscufs.com/campaigns/billpay_campaigns/index.php+ Direct link to campaign site athttp://www.advisorsplus.com/campaigns/billpay-sweeps/index.html

• Frequently Asked Questions (coming soon)• Marketing Collateral • Abbreviated Rules• Official Rules• Associate Education Tool• Kick-off webinar PowerPoint presentation• Recorded kick-off webinar session

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Questions???

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Teresa WillattCampaign Specialist

[email protected]

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