Signals from the Field

Employing the right mix of digital marketing has become essential for financial services organizations. Here we'll spotlight the combination that proved successful for a California credit union we work with.

Credit Unions across the country, regardless of asset size, all want the same things. They want to grow their existing membership base while increasing their share of wallet.

The digital landscape is saturated with unique credit union marketing strategies aimed at attracting new members and spreading their message across multiple channels. The question remains: what are the most effective ways to increase loyalty among existing members?

ADA Compliance is quickly becoming a major concern for Credit Unions across the country. In this post, I'm going to break down what ADA compliance is, how it applies to credit union websites, how to tell if you're compliant, and what to do if you're not. 

I'll continue to update this post as new information becomes available.

Do you know your wildly important business goals? 

In our recent survey of security providers, the most common marketing challenge was generating new quality leads, followed by figuring out where to focus marketing efforts.

Of course the latter is all about figuring out the best way to bring in those all important quality leads, at the best ROI. Many security companies aren't sure what they'll need to spend on marketing to generate results and where they should focus those funds.

Many credit unions that have implemented marketing automation are seeing a very positive return on their investment in the form of increased qualified leads and member retention rates, but what does it take to be successful?

And why aren't more credit unions taking advantage of this technology?

We’ve written several articles about online marketing budgets in a variety of industries, and as we've worked with security alarm companies across the country, we’ve identified a realistic marketing budget calculation for firms providing a combination of commercial and residential security offerings.

On our recent Facebook Live broadcast, we discussed some of the many ways that marketing automation workflows can be employed to accelerate sales cycles, re-engage cold leads, retain customers and more.