FUSE
Why is it important for an organization to have a strategy?
It provides direction and purpose for people
What is our accelerator
Partner to Scale
This is our _________ _________
"At Prospera, we commit to doing our P.A.R.T every day"
Service pledge
What is an organization's overall capability to effectively integrate and leverage digital technologies and new ways of working across its operations
Digital Maturity
This limited-time offer is intended for strategic use, targeting members who may be hesitant to commit or are considering other options. The goal is to build strong, long-term relationships with Prospera members.
Back Pocket Offer
What are some examples of how the financial sector has been disrupted?
Inverted Yield Curve
Open Banking
Growing Cyber Security Threats
Increased Consolidations and regulatory shifts
Fintech competition
Prospera needs to generate this amount minimum annually in operating income to transform and thrive as as organization
60-70 million
P.A.R.T stands for....
Proactive, Accurate, Responsive, Thorough
What is an individual or organization's understanding and knowledge of digital technologies, methods, tools and trends
Digital Acumen
The 2025 Spring Credit Card Sprint is aligned to Collabria's Spring Premium Fee Rebate + Flex Rewards Points offer.... staff will receive ____ spotlight points for Premium cards and ____ points for all other card products
20 and 5
What do we need to do as an organization to stay relevant and attract new members?
Adapt to the evolving needs of our members
Our Strategic Imperative is Earnings Potential, how will we do this...
Focus on what we can control, run grow and transform the business we have today and seek ways to accelerate (Strategic Partnerships)
Name a few examples of the Member Experience that we are seeking to achieve in every interaction...
Timely and friendly service, Knowledgeable employees, Members feel heard, Members feel secure, Establishing connections, providing piece of mind, building trust, displaying empathy
How many Digital Acumen categories are being used to measure Prospera's digital maturity journey?
7
(Agile, consumer driven banking, cybersecurity, data analysis and data management, digital literacy, digital marketing and fintech
2025 Total compensation letters will be posted in HRIS by ________and conversations to deliver the letters to your direct reports need to be completed before _________
March 26 and April 16
What does FUSE stand for
Focus Urgency Scale Execute
These 2 things are critical to FUSE success
Building member confidence and increasing our earnings potential
How many stages are in the Member Centric Advisory Process?
5
(Prep and warm welcome, Discover and lead with curiosity, Advise and Recommend, Fulfill and Execute with Purpose, Farwell and follow up)
Why are all employees being asked to set a digital acumen goal?
This new performance goal is designed to help employees thrive in a digital organization while creating exceptional value for our members and Prospera
Are you a BC lions fan….. Members can get a $________ interest free line of credit for up to _____ months to purchase season tickets
$10,000 and 6 months
What are our 3 enablers to member confidence
Financial Resilience, Engage Employees, Digital Capabilities
FUSE is a _______ year strategy
3 year
As part of the MCAP, what 2 tools should advisors be utilizing regularly?
Appointment Prep checklist and Meeting Agenda
_______ _________is the ability to use, understand and apply digital tools, methods and technologies effectively. It is a fundamental skill that encompasses a range of competencies, including basic computer skills, proficiency with digital tools, the language of digital, and the ability to critically evaluate and use information.
Digital Literacy
Where can you find resources for change management
People Experience page --> Change Management Office