Informational Webinar
Available for all business card products
Ready to learn more about the benefits of offering business card programs to your members? Join us for an informational webinar, where we’ll discuss the features of our business card programs, including Visa Business credit, Visa Business debit and Merchant Acceptance. We’ll also walk you through the tools and resources that are available to support and enhance your business card portfolio.
For more information about our upcoming webinars, visit our events calendar.
Business Member Survey Program
Available for all business card products
In order to offer the card products that will attract your members, you need to identify their needs. Our business member survey program allows you to send a targeted business survey to your membership, either online or in print. We analyze the results and create a comprehensive report that outlines the card options most desired by your business members. This great tool helps you design a card program that builds loyalty and separates you from the competition.
To take advantage of this free tool, contact us today.
Portfolio Management Toolkit
Available for Visa Business credit cards
As a Visa Business credit card provider, you can access a variety of portfolio management resources on one convenient CD set provided by Covera at no charge. Contents include:
Underwriting resource guide
This guide is designed for credit union staff who have not underwritten business cards recently, are in the beginning stages of learning to underwrite small business cards, or have not formally designed an underwriting approach to their business card portfolios. It outlines best practices for marketing and application decisions.
- common marketing topics that influence underwriting, such as marketing channels, targeting, solicitation and application design
- traditional underwriting topics, including the credit approval process and line assignments
Branch sales resource guide
This guide includes best practices and support tools for six key areas of your Visa Business credit card branch sales. After establishing whether your needs are basic (Core) or advanced (Enhanced), the guide addresses:
- strategic alignment: the challenges and opportunities of branch sales, and how to align your organizational resources with your branch network goals
- program design: developing or improving a branch program for acquisitions and cross-selling
- sales incentives: best practices and sample sales incentive structures to implement a successful incentive plan
- sales training: potential gaps in staff training and information on educational opportunities and recommended training programs
- sales process: proven processes and procedures for effective sales initiatives
- sales implementation: strategies for improving the sales process on a tactical level and enhancing new and existing member interactions
Marketing resource guide
This guide prepares you to promote the key benefits and features of your Visa Business credit card to current and prospective cardholders. It contains insights, market-tested tools and proven metrics to help you achieve your portfolio goals.
Materials are divided into the three life-cycle stages, including:
- acquisition: target prospective business cardholders with the right message
- activation: motivate business cardholders to activate with targeted messages and incentives
- usage and loyalty: encourage regular usage and promote a long-term relationship
Contact us to request your free Visa portfolio management toolkit.
Visa Online Credit Materials
Available for Visa Business credit cards
As a Visa Business credit card provider, you benefit from a variety of materials and programs designed to enhance your program…and they’re all online!
Direct-mail materials
Ready-to-use Visa Business credit card direct-mail materials help you reach prospective business cardholders and drive acquisition, activation and usage. Materials incorporate Visa's latest research and findings about how to best motivate small business owners.
Retail branch program
This exciting consumer promotion targets cardholders when they visit your branches. You receive everything you need for implementation, including employee traning tools, incentives and POS materials. This program applies research and best-in-class industry practices to effectively drive acquisition and activation.
Recommended messaging guide
Market-ready messages help you promote your Visa Business credit cards and their benefits. Targeted messaging speaks directly to small business concerns and interests.
Direct-mail merchant offers: Staples & The Home Depot
Thanks to Visa’s merchant relationships, you can customize and deliver direct-mail offers that match the interests and spending behaviors of your cardholders. Visa now offers packages through Staples and The Home Depot.
Zero Liability
Visa Business credit cards come with the protection of Zero Liability, which provides protection against unauthorized transactions, including Internet and phone purchases.
To access these materials, visit http://www.visaonline.com/. Login required.
Visa Online Debit Materials
Available for Visa Business debit cards
Direct-mail materials
Newly revised and ready to use, Visa Business debit card direct-mail materials help you reach prospective business cardholders and drive acquisition, activation and usage. Materials incorporate Visa's latest research and findings about how to best motivate small business owners.
Retail branch program
This exciting consumer promotion targets cardholders when they visit your branches. You receive everything you need for implementation, including employee training tools, incentives and POS materials. This program applies research and best-in-class industry practices to effectively drive acquisition and activation.
Recommended messaging guide
Market-ready messages help you promote your Visa Business credit cards and their benefits. Targeted messaging speaks directly to small business concerns and interests.
Direct-mail merchant offers: Staples & The Home Depot
Thanks to Visa’s merchant relationships, you can customize and deliver direct-mail offers that match the interests and spending behaviors of your cardholders. Visa now offers packages through Staples and The Home Depot.
Zero Liability
Visa Business debit cards now come with the protection of Zero Liability, which protects cardholders from unauthorized transactions, including Internet and phone purchases.
Instant issue
With instant issue, you can quickly issue a fully personalized and encoded Visa Business debit card in a branch or at a third-party location like a retail store or shopping mall. You have access to "on the spot" resources and tools, which can also be utilized to issue consumer debit, consumer credit or prepaid cards.
To access these materials, visit http://www.visaonline.com/. Login required.
Some files provided
on this web site are in Portable Document Format (PDF) which can be viewed
with Adobe Acrobat Reader.