2014 Winner Profile

CUNA Mutual Group

Project Description:
The ZONE tablet application helps credit union members plan for retirement security. The iPad-optimized Web sales tool enables CUNA Mutual Group's financial advisers and customers to customize risk and reward to align with their investment goals. Using engaging and interactive visuals, customers can tap the screen to create visual representations of their comfort zones, which translate to easy-to-understand investment protection and growth potential. The ZONE software helps customers understand the risk and reward tradeoffs and choose the level of investment protection and growth potential that works for them. The ZONE tool provides a simple and effective way for advisors to present investment options. The tool has helped advisors close more sales, improve productivity, and more effectively address the critical retirement planning needs of all their customers.
Project type:
Business Intelligence, Mobile or Wireless
Business Functions:
New Product/Market, Sales, Customer Service or Support
Business Goal:
Customer Impact
Rick Roy, SVP & CIO
Robert Trunzo, CEO
Madison, Wis.
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