JRF Consulting launches FinLife 360

New Turnkey Workshop Materials Bring Advocacy To Life

PHILADELPHIA, PA (September 18, 2013) — JRF Consulting Services (JRF), a leading provider of business development consulting services in the credit union industry, today announced its launch of FinLife 360.

Now there is a creative, compelling member education solution any credit union can afford. FinLife 360 is a series of turnkey educational workshops that are ready right out of the box, offering insightful, relevant financial guidance for credit union members and prospects. Rather than provide the typical financial literacy approach, FinLife 360 provides insightful topics in ready-made presentation form that let credit unions educate, advocate and relate. Credit Union staff simply provide an audience; follow the presentation guide and engage with the participants.

JRF has historically focused on helping credit unions gain a competitive advantage in the marketplace by supporting the business development training needs of credit unions. The FinLife 360 program helps credit unions easily provide a method of demonstrating advocacy in a unique and affordable way; while providing staff with content and presentation materials that are easy to present and digest. The workshops also offer a robust lead generation opportunity for credit unions.

“These presentations are meant to provide an additional tool to credit unions that wish to proactively build relationships and trust with existing and potential members within their field of membership”, said Julie Ferguson, Founder and CEO of JRF. “The presentations promote financial wellness and help members become more savvy spenders on a day to day basis.”

“Credit Unions must demonstrate their commitment to improving the communities they serve, whether they be geographic or employer based, to build stronger value propositions and engagement,” said Shawn Gilfedder, CEO of McGraw Hill FCU. “While credit unions should address the consumer revolution lead by digital, social and mobile channels, it’s the talented staff armed with the right tools that creates the high tech, high touch environment consumers want.”

JRF Consulting
Founded by Julie Ferguson, JRF Consulting helps credit unions concentrate on growth and member engagement. Julie is a frequent speaker at CUNA and League/Association conferences, CUES events and is an instructor at two CUNA Management Schools. JRF Consulting is very passionate about helping credit unions around the United States create and execute focused and results oriented business development strategies. The firm is adept at providing new sales and service tools to front line staff and management to enhance existing member relationships. More information about JRF Consulting can be found at

More News