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Credit union marketing and member growth

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Attract new leads and members with informative, relevant content optimized to bring in high quality leads.

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Our marketing automation service identifies, tracks, and nurtures leads, so you get more sales with less work.

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Our speakers and workshop leaders have extensive experience with credit unions, technology, and audiences of any size.

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Our Latest Blogs

CU 2.0 Fintech Friday: LionX

CU 2.0 Fintech Friday: LionX

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with RenoFi to discuss all things credit union, fintech, and...
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How to Grow Credit Union Membership Through SEG Marketing

How to Grow Credit Union Membership Through SEG Marketing

Does your credit union effortlessly acquire new members? if so, this post is not for you! However, if you work...
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What Does Marketing Automation for Credit Unions Cost?

What Does Marketing Automation for Credit Unions Cost?

Generating and managing credit union revenue is a chore, and being not-for-profit doesn’t make it any easier. So, anything that...
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Should Credit Unions Focus on Member Acquisition or Attrition?

Should Credit Unions Focus on Member Acquisition or Attrition?

Credit unions targeting growth must balance member acquisition and attraction. Credit union marketing strategies work best when they operate on...
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CU 2.0 Fintech Friday: Plinqit

CU 2.0 Fintech Friday: Plinqit

It’s CU 2.0 Fintech Friday! Today, we look at Plinqit to see what services they’re providing to credit unions and...
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Grading Classical Brand Archetypes for Credit Unions

Grading Classical Brand Archetypes for Credit Unions

Branding is important. It builds recognition and trust in consumers. It’s the reason people use words like Coke, Xerox, and...
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CU 2.0 Fintech Friday: RenoFi

CU 2.0 Fintech Friday: RenoFi

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with RenoFi to discuss all things credit union, fintech, and...
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What Are Inbound Leads and Why Do They Matter to Credit Unions?

What Are Inbound Leads and Why Do They Matter to Credit Unions?

If you blinked sometime in the last decade, you may have missed it. The role of marketing changed, and it...
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Example Content for Credit Union Nurture Sequences

Example Content for Credit Union Nurture Sequences

Last week, we shared an example of what kind of content a credit union might include in an email nurture...
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An Example of an Automated Nurturing Sequence for Credit Unions

An Example of an Automated Nurturing Sequence for Credit Unions

Marketing automation is standard for many industries, but credit unions are only just getting started with it. Unfortunately, this means...
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New Podcast Episodes

CU 2.0 Podcast Episode 75 Milind Borkar Illuma Labs

CU 2.0 Podcast Episode 75 Milind Borkar Illuma Labs

Passwords are broken. You know that. But do you know call centers are heading that way? Call centers are under...
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CU 2.0 Podcast Episode 74 Blesson Abraham of Cambio and 2nd Chances at Financial Services

CU 2.0 Podcast Episode 74 Blesson Abraham of Cambio and 2nd Chances at Financial Services

Every day people – maybe thousands of them – are turned away by financial institutions, credit unions included. These people,...
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CU 2.0 Podcast Episode 73 Joseph Cooper Justice for Me

CU 2.0 Podcast Episode 73 Joseph Cooper Justice for Me

Joseph Cooper calls it “the justice gap” and what he is pinpointing is the avalanche of unfiled lawsuits and the...
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CU 2.0 Podcast Episode 72 Seth Brecher Edmit on College Costs and You

CU 2.0 Podcast Episode 72 Seth Brecher Edmit on College Costs and You

The tagline of the website Edmit says a lot: Treat college like an investment. Four years at Arizona State –...
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CU 2.0 Podcast Episode 71 Gideon Taub Pinkaloo and Modern Giving

CU 2.0 Podcast Episode 71 Gideon Taub Pinkaloo and Modern Giving

Quick, how does a company get named Pinkaloo? Meet Gideon Taub, CEO of Pinkaloo, a company focused on modernizing charitable...
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CU 2.0 Podcast Episode 70 Tommy Marshall Georgia Fintech Academy

CU 2.0 Podcast Episode 70 Tommy Marshall Georgia Fintech Academy

“We are facing a global talent shortage,” said Tommy Marshall, executive director of the new Georgia Fintech Academy, by way of...
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CU 2.0 Podcast Episode 69 Casey Boggs on Reputation Management, Hackers and You

CU 2.0 Podcast Episode 69 Casey Boggs on Reputation Management, Hackers and You

What are people saying about your credit union? That means members, staff, and community members? And how does a nasty...
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CU 2.0 Podcast Episode 68 John Lanza on The Money Mammals + Kids and Finance

CU 2.0 Podcast Episode 68 John Lanza on The Money Mammals + Kids and Finance

Teach them when they are young. That’s the approach to financial education taken by John Lanza of the Money Mammals,...
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2020 Credit Union Technology Trends to Watch

2020 Credit Union Technology Trends to Watch

It finally happened. We entered a new decade. Will it be filled with glittering new possibilities? Or will it be...
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CU 2.0 Podcast Episode 67 Jesse Boyer COO NIH Federal Credit Union on Branch Reinvention

CU 2.0 Podcast Episode 67 Jesse Boyer COO NIH Federal Credit Union on Branch Reinvention

Biophilic. That’s your word for today and it is complements of Jesse Boyer, COO of the $600 million NIH Federal...
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