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Credit Unions

As credit union marketing experts, we understand the consumer decision-making process when selecting financial institutions and services, whether core deposit or lending products. We enable our credit union clients to stand out in a saturated market and lead their efforts to drive not only new member acquisition, but also support current member retention, and ultimately increase ‘share of wallet’ for a greater member lifetime value.

We achieve this through our in-depth knowledge and experience of credit union marketing, coupled with both primary and secondary research into the member mindset, and customer journey mapping. As a leading digital marketing agency, our focus on cross-promotional campaigns to educate members and prospective members on relevant products and services, strengthening the relationship through earned trust between our clients and their members is at the core of our marketing approach.


THE NATION’S PREMIER CREDIT UNION MARKETING AGENCY


Our experience allows us to offer our credit union clients unmatched flexibility and speed in launching effective multi-channel credit union marketing programs, reaching your target audience that generate qualified leads through behavioral, lifestage and geographic targeting, improving each campaign’s overall performance.
Ultimately, as a Results-Driven full-service advertising agency focused on both Creativity and Innovation, we have a true Passion for our clients’ success. Our personalized approach emphasizes collaborative partnerships with our clients and across-the-board integration, with a core focus on bottom-line results.

Our key areas of focus include:
  • New accounts opened (NAO)
  • Growth in overall membership count
  • Qualified loan applications/new loans booked - important to get in the applications, but a high close rate means we’re targeting the correct audience to qualify for loan acceptance
  • Relevant new products and services sold
  • Total number of relevant products and services per member
  • Member retention
  • Click-throughs across all campaigns
  • Cost per member/product acquisition
In conjunction with our research partners, we recently published "The Un-and Underbanked Including the Impact of COVID-19," with key findings of the impact of COVID-19 on un- and underbanked consumers, ramifications of a COVID-19-induced recession, rationale for being unbanked, and financial challenges, attitudes, and behaviors of the un- and underbanked.

We encourage you to contact Terry Mooney, our agency brand development partner, to schedule a 30-minute Zoom call or face-to-face meeting. We welcome the opportunity to share our findings and insights with you and are confident they will fuel a positive impact in your marketing plan, strategies and tactics.

We look forward to speaking with you soon.
Download Our
State of the Industry Report

This state of industry report covers areas of focus as they pertain to the Financial industry, inclusive of trends, best practices, opportunities and more. Based on these findings, this report also includes our predictions for emerging opportunities and what is next for the industry.

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