When I first started writing for credit union audiences, I was nervous. I could talk about technology, but I’d never worked in a financial institution before.
At CU 2.0, we think that marketing automation is necessary for any organization that cares about digital engagement. It’s why we recommend it to every credit union:
Early last year, I caught a cold. It was mere weeks after the first handful of COVID-19 cases were reported in our city. You can imagine how I felt.
My partner and I would like to buy a house. We’re both Millennials in our 30s and we make enough money to dream about buying a home sometime soon. The problem is that a small fixer-upper where we live costs well over $300k.
When I thought my old 4×4 finally kicked the bucket last month, I started looking at new cars. But car salespeople have a reputation for being pushy and not entirely trustworthy. So, I browsed dealer inventories online, and whenever I wanted more info, I asked their chatbot.
I loved it! It was surprisingly human. And I got to engage on my own terms without any high-pressure sales tactics. Only when I was considering a test drive did I engage with an actual person.
And that’s because the site chatbot got my contact info and helped me schedule a visit.
Credit unions should take note.