Credit Union Marketing
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 not only drive new member acquisition, but also support current member retention, ultimately increasing ‘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 member mindset and customer journey mapping. As a leading digital marketing agency, we focus on cross-promotional campaigns that educate members and prospective members on relevant products and services, thus strengthening the relationship between our clients and their members through earned trust.
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 marketing programs that reach your target audience through behavioral, life stage, and geographic targeting to generate qualified leads and improve 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)
- Share of Wallet
- Member Retention
- Growth in Overall Membership Count
- Qualified Loan Applications/New Loans Booked
- Products and Services Sold
- Cost per Member/Product Acquisition
Latest Research – Financial Services
In our newly released Financial Services report, we explored how financial decision-making is evolving, and what that means for credit unions. With over half of U.S. adults now preferring to manage most of their finances digitally, credit unions must shift from transactional relationships to holistic service models to remain competitive.
The research highlights key insights around media channels influencing financial product decisions, consumer expectations around personalized financial education, and heightened sensitivity to messaging tone and timing during periods of economic uncertainty. The rise of mobile-first expectations, AI-assisted budgeting tools, and product bundling also feature prominently, revealing opportunities for member engagement that go far beyond basic checking and savings.