Currency Marketing: Company Research Report

Company Overview

• Name: Currency Marketing

• Mission of the Company: "Engaging over-confident, over-stimulated young adults in financial education has become our mission. We believe that all young adults need to be financially literate and be able to make smart financial decisions."

• Founded: 1990

• Founder: Tim McAlpine

• Key People:

• Tim McAlpine - Founder & CEO

• Irene Bennett - Vice President, Operations

• Headquarters: Chilliwack, BC, Canada

• Number of Employees: 2-10

• Revenue: No information is available

• Known For: Leading credit union-focused financial education firm with the flagship program “It’s a Money Thing,” which is a digital library of financial topics targeted at credit union members aged 6 to 35.

Products

It’s a Money Thing Financial Education Program

• Description: A comprehensive digital library that offers educational resources on financial topics designed for young credit union members. Materials include videos, articles, presentations, and lesson plans aimed at promoting financial wellness.

• Key Features:

• Animated videos designed to make learning about finance fun and engaging.

• Custom-branded teaching materials, including social media graphics and infographics.

• Aimed at credit union members aged 6 to 35.

Bundles Offered

• Junior Bundle: Six topics with animated videos and resourceful materials designed for young kids.

• Golden Years Bundle: Four topics targeted at adults approaching retirement.

• Spanish Bundle: Six popular topics translated into Spanish for bilingual education.

• Shorts Bundle: Eighteen short videos for social media platforms like Facebook, Twitter, Instagram, and TikTok.

Recent Developments

• Recent Developments:

• The program “It’s a Money Thing” introduced topics like financial literacy for disabled people and explored the importance of heritage through Latin Heritage Month.

• Research highlighted by the company indicates a gap in financial literacy among students and discussions on gender gaps in financial literacy.

• Community engagement through Credit Union of America's initiatives and innovative teaching methods at schools such as those introduced by Shelby Lattimore.

• New Products or Features:

• Introduction of new educational bundles targeted at different age groups and language demographics.

• Advanced targeted content such as the "Spanish Bundle" and "Golden Years Bundle" for enhancing reach among diverse credit union members.

• Partnerships:

• Collaboration with CUES to organize the Next Top Credit Union Exec competition.

• Episodes of “It’s a Money Thing Backstage” feature partnerships and engagements with various credit unions like HawaiiUSA Federal Credit Union.

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This report provides an exhaustive overview of the services and educational programs offered by Currency Marketing, highlighting its mission to enhance financial literacy through engaging educational content, primarily for credit union members. The company continues to innovate by addressing financial literacy gaps across different demographics and focusing on community engagement.