Credit Union CRM and CXM Guide
Download the full guide here. Customer Relationship Management (CRM) and Customer Experience Management (CXM) both share the primary goal of improving and managing interactions with members. Although they focus on different aspects of member relationships, they complement each other, and their integration can lead to a more comprehensive understanding of a credit union’s members. CRMs […]
Vertice AI and the “Hunter vs Farmer” Sales Question
During the last great recession, nobody trusted banks. Financial experts extolled the virtues of credit unions on national television. Credit unions gained 1% market share. Recently, several high-profile banks failed and sent shockwaves through the financial world. The biggest beneficiaries of scared consumers were the largest banks. Credit unions were barely affected. Clearly, credit unions […]
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 […]
Datava and the Power of Personalization
Credit unions used to differentiate through the member experience. When members walked into the branch, they were greeted by name with a smile. They got the best rates and terms.
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.
What Credit Union Marketing Automation Is and Why It Matters
Here’s the problem: Digital marketing suffers from low conversion rates, an overabundance of tools and platforms, and poor transparency. Marketing automation platforms address all of those issues. Read on to learn more about what marketing automation is, how it works, and what it can do for your credit union. And, if you work at a […]
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 […]