A $517M credit union was positioned in a highly competitive financial environment with over 20 different financial institutions in their community. With the credit union’s established strong presence amongst the 64 auto/motorcycle dealerships in their area, they...
A $517M financial institution sought to boost their personal loans with a special offer to their account holders around the holidays. This financial institution leverage Core iQ to send a personal loan holiday email as part of their campaign ultimately generating over...
One $517M credit union sought to increase the enrollment in their insurance products. The credit union rolled out a campaign to highlight their Accidental Death and Dismemberment (A&D) insurance coverage resulting in 85 conversions. The Audience The credit union...
A $561M financial institution sought to raise their eStatement enrollment. Amidst ongoing USPS delays, the financial institution launched a campaign to their accountholders highlighting the benefits of eStatements resulting in 831 conversions.The Audience The...
A 628MM college credit union generated $11.5M in new loans by creating a targeted fall auto loan campaign that was sent out to 23,473 of their membership. Their campaign success resulted from sending out both email and direct mail postcards utilizing Core iQ’s...
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 credit union...
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 deposits, the...
A $425MM credit union was able to generate nearly $1M in deposits simply by tying a CD promotion to a local rodeo event. We’ve been talking a lot recently about deepening relationships through engagement, and this simple one email campaign was able to generate a 2.3%...
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 lot of cases,...
Personal phone calls should still be a staple of any successful bank or credit union’s marketing strategy. Not only do they add a personal touch and help to boost confidence in your institution, they are also a great and cost-effective way to promote your...
Sending holiday branch closure notices is an important way to build loyal relationships at your financial institution. Not only does it give you an excuse to communicate with your customers or members it can also be an opportunity to drive product conversions. It’s a...
A 628MM credit union set out to grow new loans by promoting a holiday personal loan offer to 34,000 of its members in good standing. The results of their campaign show that sending a simple, two-email personal loan offer utilizing Core iQ can easily generate 150X...