Improve Member Retention with College Planning

If you are a Credit Union or Regional Bank professional, you understand the importance of retaining your current members. In today's marketplace, it's crucial to slow down the attrition clock. With over 44 Million borrowers in college debt, your members are either headed for college debt, creating college debt, or supporting someone with college debt. Learn about how we help improve attrition rates with professional-level College Planning services. 


 

Book Consult with Shelley Today
 

Retain & Attract Members

With proven college planning resources, your organization will retain existing members, attract new members, and increase retention rates. When you help members with this critical life event, it naturally extends a member's relationship tenure.

 

 

Delight Members

You do not have to hire a seasoned college planner to provide your members with robust college planning services. Your members are sure to be delighted with our proven methodology and results. Members with access to the College Planning Portal report increased satisfaction. 

 

 

Build Member Trust

Build and create strong member relationships with these easy to implement college planning resources. Increase member engagement while providing affordable life-altering support for your valued members and their families.

 

 

 

Basic

$12/Monthly*

  • 68+ Video Lessons
  • 20+ Downloadables
  • Access to LIVE Community
  • Free Webinars/Seminars
  • Ask the Expert Support

 

 

 

 

 

 

 

 

Pricing valid until 12/21/21

*Per Individual Account

Get Started

Classic

$62/monthly

  • 68+ Video Lessons
  • 20+ Downloadables
  • Access to LIVE Community
  • Free Webinars/Seminars
  • Ask the Expert Support
  • Trackable URL
  • Quarterly User Analytics
  • Monthly Custom Messaging
  • Up to 150 Members

 

 

 

 

 

Pricing valid until 12/21/21

Get Started

Trendsetter

$175/monthly

  • 68+ Video Lessons
  • 20+ Downloadables
  • Access to LIVE Community
  • Free Webinars/Seminars
  • Ask the Expert Support
  • Trackable URL
  • Quarterly User Analytics
  • Monthly Custom Message
  • Co-Branded Portal
  • 4 Live Webinar Events per year
  • Marketing Calendar Review
  • Product Launch Meeting
  • Free Consult for each Client
  • Discounted Staff Training
  • Up to 500 Members

Pricing valid until 12/21/21

Get Started

For Customized College Planning Portals of 500+

For customized college planning portals larger than 500+ please contact the College Visionary Team for a FREE consult, college portal walk-through and a detailed discussion with our team about your many options. Review other Pivotal College Years Partners or contact us at: [email protected]

Book Consult with Shelley Today


The Pivotal College Years portal allows you to offer high-end proven college planning services without eroding your member base. Learn how to retain current members, attract new members, and build trust with ease. An Affordable and practical solution for your valued members. Schedule an appointment with Shelley to discuss building bright futures for your members.