The key to building solid select employee group (SEG) partnerships is listening to these organizations’ needs and leaning into how your credit union can support their goals, says Kristin Llewelyn, senior manager, affinity partnerships, at BECU in Seattle.
“Focus your energy on partners that want this to be mutually beneficial for both partners,” says Llewelyn, who addressed the 2023 CUNA Marketing & Business Development Council Conference Monday in Orlando. “Get creative with your ideas, marketing, and financial education.”
Doing so creates opportunities for business leads. She says BECU focuses its business development efforts on:
Llewelyn suggests “thinking outside the SEG box” by approaching these organizations: