How One Regional Credit Union Streamlined and Improved Its New Member Acquisition Strategy

Increasing automation drove multiple improvements – and established a higher baseline for the ROI from their marketing campaigns

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Case Study

Effective marketing requires a data-driven approach that enables credit unions to make highly targeted, risk-aware offers.  Learn how this credit union modernized their outreach – and the results they achieved in doing so.

This case study highlights how this credit union:

  • Improved personalization
  • Streamlined execution to run more frequent prescreen campaigns, thus enabling them to test and optimize their offer strategies
  • Created a marketing experience that mirrored their member experience
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