marketing strategy

26 Sep 2024

Vendor Partnerships That Work: How Credit Unions Choose Wisely

Over the past few years, we've conducted interviews with our customers to gain insights into what credit unions value in our partnership and where we can improve. If budget season has you reflecting...

29 Aug 2024

Navigating the Balance: Integrating Human Touch with Technology

In the fast-paced world of financial services, how can credit unions strike a balance between providing fast, efficient service and maintaining a personal, empathetic connection with members? A sort...

26 Jun 2024

The Importance of limiting the number of Emails and Text Messages

Digital marketing relies heavily on automation tools to streamline processes and personalize interactions. However, setting limits on outbound communication (emails, text messages, and push...

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 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...

30 Jan 2024

Maximizing Loan and Deposit Growth: A Data-Driven Approach

In the rapidly evolving current landscape, Financial Institutions (FIs) are increasingly recognizing the need to leverage data-driven strategies to maximize loan and deposit growth. This approach...

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...

22 Nov 2023

Biggest SEO Mistakes

Financial institutions are relying on digital engagement more than ever. By 2025, experts predict that around 65% of all engagement for financial service companies will be entirely online. This means...

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...

20 Sep 2023

Better Remarketing

We’ve all left a website with a full shopping cart, only to forget about it and move on. How companies go about reminding you of your intent to purchase can make a massive difference in their...