What Credit Union Marketing Automation Is and Why It Matters
Credit unions work hard to serve their members, but reaching the right people at the right time isn’t always easy. Digital marketing brings in traffic, but getting that traffic to convert—whether it’s opening an account, applying for a loan, or signing up for a new service—can be challenging. Many credit unions still rely on broad, […]
Credit Union CRM and CXM Guide
Download other guides here. The goal of Customer Relationship Management (CRM) is to improve and manage interactions with members. CRMs help credit unions manage member information, track interactions, and facilitate communication. This includes capturing member details, tracking leads, recording transactions, and segmenting members based on their preferences or behaviors. CRMs help credit unions organize and […]
Vertice AI’s Data-Driven Credit Union Member Engagement Platform
Ask 10 people what growth marketing is and you’ll get 11 different answers. Consequently, it’s hard to make sure everyone’s on the same page when it comes to strategies to grow credit union member engagement and participation. In credit unions, this is especially true. Should you start with developing an indirect dealer network? What about […]
Credit Union SEO Optimization Tips for Content Marketing
Your credit union competes for more than the best rates on mortgages and auto loans. You also compete for visibility on the internet. That is, on Google’s (or Bing’s) search engine results pages. If you’re on the first page for a given query—or in the top 3 results—you’re doing well. If you’re not, you effectively […]
Marketing to Millennials and Gen Z
This piece is based off of a roundtable discussion at the CU 2.0 Brainstorm Event in July 2021. It is not intended to be comprehensive—rather, it will provide a cursory introduction to marketing to Millennials and Gen Z.
Credit Union Marketing Tips for 2021 and Beyond
2021 has been much better than 2020 already. Last year at this time, marketers were scrambling to keep their credit unions afloat while keeping their members’ needs in mind. It was a delicate balancing act.
Your Credit Union Should Use Yelp
Do you ever wonder if your credit union members are using Yelp? We can answer that for you: Yes. They are. Here’s why you should pay attention… and why you should use it, too.
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 lets you do more work with less effort is a win—especially if it also increases profitability per member. Marketing automation is the obvious next step for credit union marketing departments. It helps to reduce member […]
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 this principle. (In the long run, at least.) Too many credit unions focus on member acquisition at the expense of attrition. Once they find a new member, they stop thinking about that member as a […]
One Way to Reduce New Member Churn at Your Credit Union
It can be hard to bring in new members to credit unions. And the reality is, that difficulty can be measured in dollars. Member acquisition costs can add up quickly. So, it’s critical to keep new members once you get them. Unfortunately, there’s no secret formula to reducing new member churn. Or is there?