see how This $1 Billion Credit Union AutomateD Marketing TO Maximize Returns

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This $1 billion credit union was challenged with how to leverage its valuable - but daunting - volume of member data .

Its solution was geared toward achieving the following goals:

  • To seamlessly onboard new members, encourage stickiness early in the relationship, and position the CU as the member's primary financial institution
  • To grow key banking product relationships through a blend of auto loans, consumer loans, and mortgages
  • To transition from traditional to digital marketing and predictive analytics, thus taking advantage of cost efficiencies and a greater degree of personalization.

show me the solution

"For credit unions in particular, there is an immediate opportunity to help their members simplify and enrich their financial lives. Credit unions need to find a way to access and activate their own rich data to predict a financial need and target individuals in real time wherever they are. This is the key to forging deeper, lasting more profitable relationships."

Tiffani Montez | Senior Banking Retail Analyst
Aite Group, Phoenix, AZ
$5 Billion +
Total Marketing Investment Guided
Products/Services Launched
Average ROI