Skip to content

Formerly WebStrategies Inc

Email Marketing For Credit Unions

Build loyalty and provide valuable financial education to your members.

We care about your data in our privacy policy.

Editors Picks

A Guide To Effective Credit Union Email Marketing

Email marketing is the use of email to directly target your desired audience with the goal of driving sales, increasing brand awareness, or communicating important information. It is one of the oldest forms of digital marketing and still produces the highest ROI compared to any other marketing channel.

 

 

Email Marketing

The Basics:

Email marketing is an excellent way for credit unions to strengthen the relationship they have with existing members, grow share of wallet, and generate new account openings and loan applications. Credit unions can utilize email marketing in a variety of ways, including promoting special offers like lower interest rates or providing financial education to your members.

However, email marketing is most effective for credit unions when automated. Since financial products are not typically impulsive purchases, automating your email strategy allows you to nurture your members so that when they’re ready to apply for a loan, they’re already well-informed as to why your credit union is the number one choice. 

Find Out More about Ways to Automate Email Marketing
Untitled design (6)-2

Credit Union Email Marketing:

Our Process

When you begin a partnership with Geear, we’ll conduct in-depth research to acquire a strong understanding of your membership profiles and your credit union's unique goals.

We'll recommend email marketing strategies that reach both your existing members and prospects with compelling content.

We will also explore your member lifecycle and application process to identify automated email sequences that will best serve you. These automated processes may address application abandonment, lead follow-up, or other situations to ultimately improve the efficiency of your operations and generate more revenue for your credit union.

Our team will take the time to understand your unique goals, current systems and processes, and product offerings so our services can be tailored to your credit union.

Measuring Metrics

Email marketing for credit unions can be measured in several ways. For one-off promotional or educational style emails, we will measure the open rate and click-through rate to gauge performance.

These metrics allow us to identify if the information included in each email truly resonates with your target audience.

For automated processes, we will work directly with you to determine which metrics are most important. This may include applications generated, increased share of wallet, or overall time saved by your credit union’s staff.

Contact Us
Untitled design (5)-1

Our Work

Credit Union Marketing Case Studies

We've been working with companies for over 20 years to help them navigate an ever-growing digital marketing landscape.

Arbor Financial Credit Union

Geear achieved a huge cost-saving for this credit union's advertising campaigns and a consistent flow of new, organic traffic.

Learn More

Argent Credit Union

Argent Credit Union enhanced member growth through an automated HubSpot referral campaign, streamlining marketing efforts and reducing manual processes while achieving high engagement and low acquisition costs.

Learn More

Foothill Credit Union

Foothill Credit Union enhances member engagement through HubSpot's automated workflows and data integration, resulting in increased applications and personalized communication.

Learn More

No Contracts.

Choosing Geear as your credit union marketing agency doesn't mean signing a 12-month contract. If you're not happy, you walk away without any financial penalty. We only want to work with people who want to work with us.

 

Get in Touch
Jessica White

Ready for marketing that actually delivers?

Let's build something measurable together.

Talk to the TeamExplore Our Services