Company: Tech CU, San Jose, CA
Company Description: Tech CU (www.techcu.com) is a $2 billion credit union serving more than 75,000 members throughout the San Francisco Bay Area. A federally insured, not-for-profit organization, we put the financial interests of our members ahead of shareholder profit by helping members achieve their financial goals on their terms and by sharing the benefits of our growth.
Nomination Category: Publication Categories
Nomination Sub Category: Best Annual Report - Non-Profit Organizations
 Nomination Title: Tech CU 2021 Annual Report
- The date on which this nominated annual report was first distributed or otherwise made public:
April 2022
- Briefly describe this entry’s communications objectives and how it met those objectives (up to 200 words):
Total 198 words used.
Strategy/Approach:
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In 2021, we continued our efforts to make our annual report more visually appealing – adding more images, pull-out quotes, and white space.
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We created a “Highlights” page, allowing our members to quickly and easily view a summary of our year in a single glance.
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We lengthened our community relations section, so we could provide more insight into how Tech CU is giving back to its community.
We accomplished a lot in 2021. We grew to $4 billion in assets and 155,000 in members.
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We were named one of America’s 2021 best-in-state credit unions by Forbes. Making the list means we received high marks on consumer trust, terms & conditions, branch services, digital services, customer service, and financial advice.
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We received nearly 400 five-star Yelp reviews, propelling us to more than 1,500 five-star reviews to date.
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We introduced Virtual Branch and booked more than 600 appointments.
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We invested and made substantial improvements in our Member Contact Center. We answered 87% of all calls within 2 minutes 22 seconds – a significant feat during a time when other industries extended their hold times or turned off phone queues entirely, forcing customers to non-interactive means of communication.
- Optionally you may list the creative and production credits for your nominated annual report - the people who help to bring it to life: Advertising Agency/City: Client: Art Director: Cinematographer: Creative Director: Designer: Director: Illustrator/City: Music Producer/City: Photographer/City: Printer/City: Producer: Production Company/City: Programmer: Writer: Web Development Firm/City:
Designer: Amy Farnham
Writer: Sara Todd and Linden Kohtz
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