Our bank and credit union clients frequently ask us how other financial institutions are engaging members and customers that come in through indirect lending channels. This may be one of the biggest challenges that I hear marketers face, and in…
A $412 million dollar credit union generated $8.4 million dollars in new loans with a 4-touch targeted email campaign using Core iQ. Campaign success resulted from sending 58,325 emails to an audience segment of nearly 15,000 members. The Audience The…
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A $196.3 million dollar community bank was able to generate $5.77 million dollars in new deposits by creating a single-instance targeted campaign using Core iQ, the first all-in-one marketing platform for banks and credit unions. In an effort to grow…
An onboarding process is one of the best ways to expand the relationships that you have with both newly acquired customers as well as existing account holders. Without a well-defined onboarding process, your bank or credit union is missing out…
If increasing fee revenue is a topic that’s on the table for your bank or credit union, consider building an overdraft opt-in campaign for your new and existing accounts. Non-interest income plays a big part in the overall growth and…
As the demand for more personalized experiences and targeted offers continues to rise in the financial industry, banks and credit unions must learn to rely heavily on their data to build nuanced insights to better serve their customers or members…
With financial literacy month coming up, it’s a good time to reevaluate your approach to your financial education efforts. If you don’t have a formal financial education program currently in place, you may be missing a huge opportunity when it…
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Investing in customer or member satisfaction is an important part of any retention and loyalty program. It’s important to spend time building positive relationships with your customers or members, and National Ag Day is a great excuse to focus on…