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Understanding Trigger Marketing

Understanding Trigger Marketing

Two hundred years ago, Napoleon noted that “war is 90 percent information.” In today’s highly competitive financial services industry, financial institutions must have good data…and know how to use it. Credit unions are realizing the importance of automating their marketing efforts, leveraging their data, so that products and services intersect as efficiently as possible with…

Next Generation Marketing Automation, Onboarding and Cross-Sell Helps CUs Drive Loan Growth

Next Generation Marketing Automation, Onboarding and Cross-Sell Helps CUs Drive Loan Growth

The Art of the New Deal in Automated/Integrated Marketing, Propensity to Purchase, and Member Retention. Is your credit union doing enough to stay relevant with members, both prospective and current? It’s all about an integrated marketing program. And key to such a program is a marketing automation platform that encompasses onboarding and cross-selling. Keep reading…

Optimizing Member Onboarding and Cross-Sell With Marketing Automation

Optimizing Member Onboarding and Cross-Sell With Marketing Automation

Intelligent and timely member onboarding can be one of the most effective growth strategies for credit unions wanting to improve engagement, brand recognition, cross-sales, retention and the lifetime value of a relationship. A significant benefit to applying marketing automation to onboarding is the education of the large percentage of members who are acquired through the…