marketing automation

16 May 2024

Speak Money: Simplifying Financial Jargon for Credit Union Members

Much like a skilled mechanic simplifies auto repair details for their customers, financial marketers work to clarify daunting financial concepts like APR, dividends, compound interest, and...

24 Apr 2024

Accelerating Digital Transformation in Banking: A Strategic Approach to Vendor Selection

Recently, the concept of "digital transformation" has evolved. It’s no longer seen as a finite goal for businesses to achieve and then consider themselves "done," but rather as an ongoing adaptation...

28 Mar 2024

2024 Marketing & Business Development Council Conference Recap

Last week, we attended the 2024 America's Credit Unions Marketing & Business Development Council Conference in Las Vegas. Unlike the much larger Governmental Affairs Conference (GAC), this event...

13 Mar 2024

2024 GAC Recap - from CUNA to America's Credit Unions

Last week, we attended the America's Credit Unions Governmental Affairs Conference (GAC) 2024, held at the Walter E. Washington Convention Center in Washington, DC. This was the first gathering of...

28 Feb 2024

Utilizing Automation to Increase Loan and Deposit Accounts

In today's competitive landscape, financial institutions (FIs) face the constant challenge of growing their loan and deposit accounts. One effective solution lies in embracing...

04 Jan 2024

Digital Transformation in Action: CU of Colorado's Innovative Journey

In the dynamic world of financial solutions, Credit Union of Colorado's recent strategy to increase deposits and streamline Certificate of Deposit (CD) sales online stands as a testament to their...

21 Dec 2023

Crafting Advanced Campaigns with Purpose

Financial institutions all over the world are trying to restructure their digital marketing efforts to align with the needs of their customers. More than ever, it is essential that an FI’s digital...

06 Dec 2023

Removing Barriers and Expanding Membership

Even for the largest credit unions, consistent growth is essential. Expanding your base allows you to provide more for your existing members, and to prepare better for the future. When growth slows,...

24 Oct 2023

Making a Difference with Marketing Automation

Credit unions have a long history of supporting local communities through charity work, community outreach, and other initiatives. By providing this support to the people and businesses in their...

12 Oct 2023

Predictive Analytics and Advanced Campaigns

Financial institutions are always looking for a competitive edge. With the advent of more advanced machine learning and data-gathering techniques, the use of predictive analytics has become an...

27 Sep 2023

Transforming the Digital Experience with Automation from Prisma

As a financial institution, one of the most crucial aspects of a good marketing strategy is ensuring your members’ digital experience is top-notch. Estimates put the range of digital interaction...