Outcome:

Within one month revenues had increased by 27% and the rate of sign ups of Credit Unions in the program went from 0 to 40/month. In the following three months the trend continued. The company sold 6 months later at a significant multiple.

Position:
Innovative capital funding for credit union members that need it now to expand or replace equipment

As it would appear in print:  Innovative Capital Funding NOW

Newsletter

SAM Campagn

Story

When the credit union can't fund the member and the member's business needs capital funding yesterday they need to know that we're the go-to guys.

solve commercial financing problems for credit union small business members in innovative ways.

The credit union members may have a credit problem, are a start-up or have other financial history concerns that do not meet the requirements of the business services department of the credit union. They are likely to work with a bank as well as the credit union and are suspicious of all “financial types.”

The member's need is immediate. They are either suffering from broken equipment or the need for new equipment in order to meet deadlines that impact their bottom line now.

      Strategic partners, credit union managers and credit union members must all be convinced that CFA moves as quickly as possible to provide innovative capital funding solutions and do it honestly.


Website

Step By Step
Trigger message is the President’s letter.
There are three possible decisions:
1. Inbound phone call ordering SAM cards.

Data to be taken down by answerer.
Handwritten thank you note to respondent/ Data manually entered into CRM. Cards shipped.

2. Cards ordered from landing page
Automated thank you to respondent
Data entered into system
Handwritten thank you assigned to staff


3.No response
Wait three days and then place outbound call. No go requires another day delay and then an outbound call This is repeated a total of three times.
Go requires a handwritten thank you and manual input to CRM

All respondents will be entered into our ongoing sequence of informational e-mails that tell the stories of successful fundings of CU Members.

Value Proposition:
As a trusted partner of credit unions Capital Funding Alliance uses their financial knowledge of alternative funding resources to

CFA had trusted partner entrée to commercial loan departments in credit unions across the USA.  All Credit Unions were offered the same access to CFA's alternative funding when:
   • Credit union is past the portfolio percentage  allowable for commercial loans (12%)
   • Credit union turns down the member due to credit concerns
   • Credit union turns down the member for any reason

Vision Statement
Capital Funding Alliance uses our financial knowledge, honestly and with integrity,  to become a trusted partner to credit unions solving financing problems for their small businesses members in innovative ways quickly and profitably.

Mission Statement:
Quickly solve small business financing problems for referred Credit Union     members.