Submitted by
Christina Campbell
Branch Manager
Cypres Federal Credit Union
Walmart – Tooele, Utah
Product/Service Promoting: Investment Accounts/Retirement
Theme: Don’t Put Your Eggs In One Basket
Start Date: 08/01/2022
End Date: 08/31/2022
Slogan: Don’t Put Your Eggs In One Basket
Budget: Under $25
Branch Goal: 4 new investment services referrals
Actual Results: 8 new investment services referrals
Decorations Plan: We kept this one simple by bringing out our Easter decorations to utilize the easter baskets and plastic eggs. The white board displayed our theme. Because we did this in August, everyone was asking is it was Easter, and mocking our decorations, which gave us the opportunity to explain what our Investment Services team has to offer.
