Measure Twice, Cut Once – Tips & Tricks for Core iQ Templates
By Tiffany Daniel, Software Support & Training Manager My father and I used to do...
Top Tips to Master Core iQ All-in-One Marketing Software
Ask a carpenter or surgeon, a mechanic or painter, and they’ll tell you the same thing:...
Top Concerns of Financial Marketers – How Onovative Helps
As the banking industry undergoes rapid transformation, marketers are grappling with a...
Onovative Partners Listed as Best Credit Unions According to Forbes
Throughout the nation, in big towns and small, credit unions provide vital financial...
Travel Security Tips to Share with Accountholders – An Onovative Guide
Scammers, pickpockets, identity thieves, hackers – in the digital world, crooks come in...
Your Core Conversion To-Do List: What Financial Marketers Need to Know
People need financial institutions, period. So marketing their services should be easy,...
Transforming Member Engagement at EP Federal Credit Union with Core iQ
In the competitive financial services arena, staying ahead requires innovation and a...
Exploring the Onovative Experience From a New Core iQ User
At Onovative, we’re passionate about helping our customers succeed. With great...
FREE Marketing Communications Calendar Designed For Financial Marketers
Ongoing marketing results require ongoing marketing communications being distributed to...
Announcing New DMARC Policy – What the New DMARC Requirements Mean for Core iQ Users
As a strategic email partner for financial institutions, it is crucial to keep Core iQ...
Effective Communication Tactics for Fraud Awareness
As trusted community advisors, banks and credit unions play a pivotal role in fostering...
How One Financial Institution Boosted eStatement Enrollment with an Automated Campaign
A $561M financial institution sought to raise their eStatement enrollment. Amidst...
How One Financial Institution Doubled their Holiday Loans with One Email in Core iQ
A $517M financial institution sought to boost their personal loans with a special offer...
How One Credit Union Generated $4.5M in Loans with an Award Winning Multi-Channel Campaign
A $517M credit union was positioned in a highly competitive financial environment with...
How One Credit Union Increased A&D Enrollment with a Multi‑Channel Campaign
One $517M credit union sought to increase the enrollment in their insurance products....
6 Strategies for Leveraging Your Financial Literacy Program
As a trusted community advisor, banks and credit unions are a valuable resource to raise...
Holiday Promotions and Communications to Create Engagement
Whether you are ready or not, the most wonderful time of the year will be here before...
How to Build a Personal Loan Offer Campaign in 6 Steps
Personal loans can allow your account holders to borrow money for their various needs....
Marketing Promotions and Communications to Launch this Fall
As summer winds down, it’s time to solidify your fall marketing plans. Brands often...
How to Develop a Successful HELOC Promotion
Higher interest rates on mortgage loans have a significant influence on consumer...
Back-to-School Content to Share with Your Accountholders
It’s almost that time of year again … time for students to gear up to head back to...
How to Support Your Customers with Skip a Payment Programs
Effective customer communications can be critical to your business operations as...
How to Maximize New PPP Loan Relationships
Over the course of the past year, community banks and credit unions took the spotlight...
Leverage Marketing Technology to Stay Connected with Account Holders
With the environment we still find ourselves in, bank and credit union marketers...
Data Management Tools to Unlock Marketing Potential
Today, banks and credit unions of all sizes, both big and small, need a data management...
How to Evaluate Marketing Success with Limited Resources
Measuring your marketing campaigns and efforts is necessary for both optimizing...
How Marketing Technology Accelerates Your Lifecycle Marketing Strategies
It is well known that continuing to engage account holders is crucial to achieving...
How to Leave 2020 Marketing Challenges Behind & Move Forward
Throughout 2020’s challenging environment, marketing efforts have been anything but...
How to Re-Engage Dormant or Inactive Account Holders
Studies have shown that building comprehensive onboarding programs is the best way to...
Anatomy of an Effective Product Offer Email
Promotional emails are an integral part of any bank or credit union’s marketing...
How One Credit Union Expanded Indirect Auto Loan Relationships with a Targeted Cross Sell
Our bank and credit union clients frequently ask us how other financial institutions are...
How One Credit Union Generated $8.4 Million in Mortgages with a 4-Touch Campaign
A $412 million dollar credit union generated $8.4 million dollars in new loans with a...
How to Use Surveys to Boost Social Proof
Surveys are an integral part of any customer or member satisfaction program, and a...
How One Community Bank Grew Deposits by $5.77 Million Dollars with a Targeted Campaign
A $196.3 million dollar community bank was able to generate $5.77 million dollars in new...
A Beginner’s Guide to Building a Bank or Credit Union Onboarding Process
An onboarding process is one of the best ways to expand the relationships that you have...
Increase Fee Income with an Overdraft Opt-In Campaign
If increasing fee revenue is a topic that’s on the table for your bank or credit union,...
How to Use Segmentation and Buyer Personas to Deliver Targeted Offers
As the demand for more personalized experiences and targeted offers continues to rise in...
Drive Conversions and Loyalty by Adding Financial Advice to Product Offer Communications
With financial literacy month coming up, it’s a good time to reevaluate your approach to...
Credit Union Generated Over $1 Million in Auto Loans with One Simple Phone Call
Personal phone calls should still be a staple of any successful bank or credit union’s...
Boost Loyalty and Drive Branch Traffic with an Ag Day Campaign
Investing in customer or member satisfaction is an important part of any retention and...
4 Ways to Build a Highly Effective Cross-Sell Program
Working closely with our customers, we have found that it is very challenging for...
Start Timing Your Product Offers with Local Google Search Results
We’ve been consulting with our customers on ways to use Google products to inform...
How One Credit Union Generated 543 Mobile App Downloads with a Holiday Branch Closure Notice Email
Sending holiday branch closure notices is an important way to build loyal relationships...
How One Financial Institution Turned a $6 Campaign into $1M in Deposits
A $425MM credit union was able to generate nearly $1M in deposits simply by tying a CD...
Overhaul Your HELOC Promotions with These 3 Strategies
If HELOC’s or Home Equity Loans are part of your overall loan growth strategy,...
4 Ways Financial Institutions are Building Stronger Relationships
An engaged relationship is a loyal relationship. While that seems to be a simple...
How to Build an IRA Savings Account Campaign
Figuring out the best time to offer your IRA savings accounts and who to send your...
3 Considerations for Building a Kids Savings Account Campaign
Kids savings accounts, while not always large in deposit amounts, are valuable and...
5 Things Banks and Credit Unions Can Do with Automation
Banks and credit unions constantly face challenges to deliver on personalization,...
How to Grow Deposits and Promote Savings During America Saves Week
America Saves Week encourages thousands of families and individuals to save each year....
Drive Branch Traffic with a Valentine’s Day Campaign
As more and more consumers are turning towards digital means for banking, banks and...
3 Ways to Build a Successful Mortgage Loan Offer Campaign
Building a great mortgage campaign isn’t always about the interest rates you can offer....
3 Ways Financial Marketers Can Deliver on Personalization
As a financial institution marketer, you operate among a highly-competitive landscape...
How to Use Data to Lower Customer or Member Attrition Rates
A lot of our customers today are saying they have no idea why attrition is happening...
5 Suggestions for Boosting Ancillary Product Adoption
When collaborating with our bank and credit union customers, many of them ask: How are...
How One Credit Union Generated 5x Return with Fall Auto Loan Campaign
A 628MM college credit union generated $11.5M in new loans by creating a targeted fall...
Increase Efficiency with an Email Capture Campaign
How to solve the problem of invalid or missing email addresses seems to be the million...
How to Find Your Product Growth & Churn Rates
Objective: In this article we will be talking about how you can figure out which...
5 Ways to Create Loyal Customers and Members
Customer and member retention is a critical part of every financial institution’s...
Increase Deposits and Promote Your Savings Account Products at the Right Time
Savings account promotions are essential to increasing deposits at your bank or credit...
How to Build a Student Checking Account Promo Campaign
Since almost all banks and credit unions offer student checking accounts, it’s important...
4 Strategies for Improving the Number of Customer and Member Email Addresses
We’ve previously discussed how email marketing is the most common form of communication...
Best Practices for Maintaining Email Address Hygiene
Email continues to be the leading digital communication platform among banks and credit...
6 Key Elements of Effective Postcard Design
Email is great when you have your customer or members’ email address. But what happens...
How to Promote Checking Account Go-With Products
Most bank and credit union marketers understand the importance of onboarding new...
4 Surveys Your Bank and Credit Union Should be Sending
How do you measure customer experience at your financial institution? Are you...
Onovative Featured in CU Management Automating Marketing Article
The October 2018 issue of CU Management features an article on Automating Marketing and...
Sample Checking Account Campaign for Growing Deposits
Once you’ve built your audience personas and have determined when, what, and who you’re...
How These 4 Banks are Winning New Checking Accounts
Capturing new checking accounts, whether from totally new relationships or from existing...
3 Ways to Capture New Checking Account Relationships
Acquiring new checking account relationships can be a challenge, particularly because...
Capture New Checking Account Relationships with this Free Tool
Since the majority of individuals don’t change who they bank with very frequently, it’s...
Research Your Way to a Successful Checking Account Campaign
When it comes to checking accounts and checking account products – what is it that...
How One Credit Union Generated 150x Return with a Holiday Personal Loan Offer
A 628MM credit union set out to grow new loans by promoting a holiday personal loan...
Why Banks and Credit Unions Should Be Sending More Promotional Emails
The purpose of email marketing is to support your customers and members throughout the...
How to Use a Financial Needs Assessment Survey to Improve Your Marketing Strategy
Planning season is always here, it seems. How is your financial institution assessing...
Sample Three Touch Auto Loan Campaign
The most effective way to build an auto loan campaign is to map out a series of...
How to Create a High Converting Auto Loan Campaign
New auto loan campaigns have always been a standard practice of banks and credit unions,...
How Search Trends Can Improve Your Auto Loan Campaign Results
Google Trends is a great tool that can help marketers understand the relative popularity...
How to Plan an Auto Loan Campaign with Keyword Research
Creating a new auto loan campaign doesn’t have to be as complicated as it may sound....
How 3 Massive Banks Promote Their Auto Loans
Building a high-converting auto loan campaign can be tough, so it’s important to look at...
5 Factors Small Businesses Consider When Shopping for a Bank
What causes a small business to choose one bank over another? The easy responses...
Setting Up Automated Holiday Communications – Core iQ
Every time a holiday rolls around, banks and credit unions across the country take to...
Holiday Content Calendar for Banks and Credit Unions
Communicating with your account holders on holidays is a great way to stay top of mind...
Ultimate Bank & Credit Union Survey Resource
When you look online, you’d think that the only thing a survey is good for is to measure...
How to Build Bank and Credit Union Surveys
We’ve seen a lot of great resources online that discuss all aspects of surveys, in...
Free 4th of July Designs
The 4th of July is a Federal Holiday celebrating the birth of America’s independence....
Calculating Cost per Conversion – Core iQ
We’re marketers, so we’re sending out campaigns and that is great. But at some point,...
How Core iQ Saves You Marketing Design Time
A lot of thought and hard work goes into every design you send to your account holders....
5 Free Memorial Day Designs
The last Monday in May is dedicated to those who gave their lives to protect our country...
Financial Literacy Month Free Resources
April is upon us, and you know what that means... it’s Financial Literacy month! This...
Should the Word “Cross-Sell” Be Used for Internal Discussions?
To cross-sell, or not to cross-sell, that is the question. After such events like...
7 Google Search Tricks Every Financial Marketer Should Know
Google it. It’s become a phrase I hear and say almost every day. And even when I’m not...
Unlock the Secret to Boosting Loyalty Among Millennials
Celebrating your birthday wasn’t even a thing until ancient Roman times. Then came the...
Presidents’ Day Downloadable Designs
Each year, on the third Monday of February, the United States dedicates a day to...
5 Free Unique Valentine’s Day Designs
Valentine’s Day is a great opportunity to tell those special people in your life how...
How and When Should Financial Institutions Verify, Update Account Holder Information?
With 150 million cell phone numbers discarded every year, 11.5% to 12.5% of Americans...
8 Martin Luther King Jr. Day Shareable Designs
Striving for equality and fairness for all, Martin Luther King Jr. had a great and...
Core and System Conversion Resources
A Collection of Best Practices for Communicating During Core Processing System...
Print vs Email Communications During a Core Conversion
Keeping account holders well informed during a core conversion is top priority. They...
Regular Communications vs Critical Communications – Core Conversion
The core conversion date has been set. The impacted services and temporary business...
12 Days Of Holiday Content For All To Share
It’s the most wonderful time of the year, again. With the holiday season in full swing,...
Retail Banking vs Business Banking – How to Communicate with Both Parties During a Core Conversion
A core conversion benefits both the financial institution and account holders. It...
How Your Bank’s Website Can Be Faster Than 2,651 Bank Mobile Websites – And Why You Should Care
Want to know how mobile friendly 2,651 bank websites are? When it comes to speed, there...
Two Communications Are Better Than One
Choosing to use just direct mail or email for a campaign may seem like a good idea. It...
How to Build a Lasting Relationship Through Customer Satisfaction
Customer satisfaction has always been an important aspect of business in every industry....
5 Ways to Get More Out of the Cross Sale Opportunity Report
It’s basic marketing math, find everybody who has a certain product or account type, but...
Don’t Waste Time, Save Time When Generating a List of Account Holders
It’s no secret that requesting and generating a list of customers or members can be time...
Create an Awesome Postcard with Photoshop in 3 Steps
Design can be a tricky subject for any marketer, especially when it comes to creating...
Add one thing to your communications to cross-sell like a boss
If you’re a financial institution marketer searching for “cross-selling best practices”...
Welcome Letters that Fit Your Audience by Age
Welcome letters are an essential part of any onboarding campaign. They not only allow...
Branch Closures – What You Need to Communicate to your Customers
U.S. branch closings are increasing in record numbers according to 2013 research...
The Value of a Welcome Letter
Sending Welcome Letters to new customers or members is a common practice among Financial...
EMV Cards – How They Affect Financial Institutions
In 2012, counterfeit charges cost financial institutions $3.4 billion and merchants $1.9...
Why Having a Mobile Banking App is Important
Do you feel like it’s getting harder and harder to get customers or members to stop by...
Can One Person Bank Marketing Teams Thrive?
Small banks and credit unions have small teams, and in an American Banker article...
One Amazing Google Analytics Report for Bank Marketers
As a marketer, time is our most precious resource and we're always looking for an edge....
Bank and Credit Union Guide to Cross-Selling on Facebook
How Are You Cross-Selling on Facebook? If you’ve been marketing on Facebook, then you’ve...
Onovative Featured in Credit Union Management Onboarding Article
CU Management's June 2015 issue features recommendations on how credit unions should...
12 Credit Union & Bank Marketing Tips from Top Consultants
These three consultants brought the heat last week, which compelled us to feature them...
Banks & Credit Unions – Bring Digital Strategy Together
Last week in bank marketing, Joe Day talked about the importance of a digital strategy...
Digital Innovation and Winning Every Interaction
Last week in Bank Marketing reminded us of a lot of things. First is that, all things...
The Future of Banking Looks to be Digital
Last week AdAge came out with an article on JPMorgan Chase and Company’s campaign to...
In Search of Profitability by Customer Segment
When you think about bringing new people into your community bank or credit union, as...
Onboarding, Smartphones and Data
There were a lot of great bank marketing posts being shared on Twitter last week. We’ve...
4 Main Reasons Small Businesses Switch Banks
In our last article, we took a look at a few important factors small-businesses consider...
Six Tips for Keeping Your Bank’s Marketing in Compliance
When it comes to advertising and marketing, banking institutions have no shortage of...
Will People Use Bank Products Offered By The Postal Service?
We asked 500 consumers if they would use the US Post Office for banking related services...
Why Your Customer’s First 90 Days Are Critical To Your Bank’s Growth
There is no question that first impressions are important. However, you might be...
45% Say They Would Leave A Bank That Had Mobile Banking Fees
Should banks and credit unions be charging fees for use of mobile banking? Many...
46% of Consumers May Not Use Debit Card Post Target Breach
In our most recent survey of bank and credit union customers, we wanted to gauge the...
1 Out of 5 People Still Carry A Checkbook With Them On A Daily Basis
In our most recent survey of bank and credit union customers, we were interested in...
Loyal Customers Value Branch Location More Than Online Banking Options
According to our most recent survey of bank and credit union customers, those...
Wealthiest Customers Rate Mobile Banking Quality the Lowest
According to our most recent survey of more than 1000 customers of banks and credit...
27% of Smartphone Owners Use a Mobile Banking App
According to our most recent survey of more than 1,400 customers of banks and credit...
Banking’s Youngest Customers Are Not Happy With Online Bank Access
According to our most recent survey of more than 1000 customers of banks and credit...