Andera webinar originally hosted on April 4th, 2013. Mary O'Rourke, CIO and Sonya McDonald, SVP Planning and Market Development, of Randolph Brooks Federal Credit Union discuss their use of the online channel to both service and acquire new members. For the video please email info@andera.com

1. 11
Case Study:
Randolph Brooks FCU Growth Story

3. How a Top Performing Credit
Union Drives Business Through
the Online Channel
April 4th 2013

4. On the Phone
Laurie McLachlan
SVP of Marketing,
Andera
Sonya McDonald
SVP of Planning
and Market
Development, RBF
CU
Mary O’Rourke
CIO, RBFCU

5. Our Mission
To simplify account opening and lending across
all banking channels for customers/members
and for the employees who serve them

8. Introduction: RBFCU
o Chartered in 1952 to
serve Randolph AFB
o 42 Branches
o $5 Billion assets
o $3 Billion loans
o 410,000+ members
o “Fastest Growing
Credit Union in Texas”

9. Online Banking
o 1999: Netbranch Online banking platform
o 2004: eStatements & ePay
o 2006: Platform redesign
o 2007: Check Imaging
o 2009: eDeposits

10. Increasing Efficiency & Convenience
o eStatements save ~$2/ acct /
month
o Online transactions save staff
time
o Allow RBFCU to be open 24/7

11. 11
Promoting Online Services
Smart Banners within
Online Banking
Email Campaigns

12. Online Account Opening
o 2008: Added Andera’s Solution
o 2013: Upgrading to oFlows

13. Auto Loans

14. Online Applicants More Profitable
o 80% of members who join also sign up for a checking
account (slightly higher percentage than average)
o 467 percent loan-to-share ratio of versus 120 percent
of traditional enrollees
o Almost always use eStatements
“Members who join online are 49 percent more
profitable than those who enroll through
traditional means.”

15. Website as a Conversion Tool

16. Product Reviews
Auto LoanReally Free Checking

17. Mobile
o 2009: Launched mobile Application
 Now available for iPhone, Android
o 2011: Tablet App
 iPad, Android tablets and Kindle Fire
o 2013: Adding oFlows
o Offers text alerts
o Mobile website, m.rbfcu.org

18. Social Media

19. Questions & Wrap Up
oFlows Demo
Thursday, April 18th 2013 2:00 PM - 3:00 PM ET
http://bit.ly/DemoApril18
Build a Killer Referral Program To Drive Business
Thursday, April 25th 2013 2:00 PM - 3:00 PM ET
With Larry Angeli, SVP of Sales and Marketing, Amplifinity
and Matt Chittle, VP Strategy and Client Succes, Amplifinity
Moderated by Laurie McLachlan, SVP Marketing, Andera
http://bit.ly/WordApril25
Up Next
Contact:
info@andera.com

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