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Formerly WebStrategies, Inc.

PPC Advertising For Credit Unions

Helping Your Credit Union Grow, One Click at a Time

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Editors Picks

Pay-Per-Click (PPC) Advertising for Credit Unions & Financial Institutions

PPC advertising allows your credit union to connect with the right people, at the right time, across search engines, websites, videos, and email — and you only pay when someone engages by clicking. Whether the goal is to grow membership, increase funded loans, or drive account openings, PPC is a measurable and cost-controlled way to do it. We run campaigns across:
  • Google Ads – Search, Display, Demand Generation, Performance Max (Search, Display, YouTube, Discover, Gmail, Maps)
  • Microsoft Ads – Search and Audience Ads (across MSN, Outlook, Microsoft Edge, and partner sites)

Search & Non-Search Coverage
  • Search Ads – Appear when potential members are actively looking for solutions you offer, like “credit union auto loan rates” or “open checking account online.”
  • Non-Search Ads – Build awareness and nurture interest through visual and content-driven placements across websites, video platforms, inboxes, and mapping services.
As a certified Google Partner and Microsoft Ads Partner, we help credit unions and financial institutions reach more members and drive real growth through expert digital strategies.

Credit Unions Deserve Smarter PPC

Marketing for a credit union isn’t the same as marketing for a retail store or e-commerce brand. The products and services are financial, the trust factor is higher, and compliance matters. We understand:

  • Member-First Messaging – Speaking to members and potential members in a way that builds trust and communicates value.

  • Compliance Awareness – Crafting ad copy and targeting strategies that meet regulatory requirements while still achieving strong results.

  • Community Connection – Positioning your credit union as a trusted, local resource while still competing in the broader digital marketplace.
Our decades of credit union marketing experience mean we don’t just run ads — we build campaigns that reflect the values and mission of your institution, all while delivering measurable growth.
Arbor Financial Credit Union: Case Study
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PPC Optimization That Delivers

Our Process

We don’t just set ads live — we continually refine them to maximize results and avoid wasted spend. Our approach includes:

  1. Avoiding Wasted Spend
    • Negative keyword management to prevent irrelevant clicks.
    • Geographic targeting to focus on your service areas.
    • Ad scheduling to prioritize times when engagement and conversion rates are highest.

  2. Reaching Your Ideal Member
    • Audience targeting based on your Ideal Customer Persona (ICP) — from first-time homebuyers to small business owners.
    • Non-linear targeting strategies to reach potential members in more sophisticated ways, especially when special ad category rules limit traditional targeting, such as age or other demographics.

  3. Balancing Automation with Expertise
    • Leveraging AI-driven bidding and targeting tools for efficiency.
    • Guided by decades of hands-on credit union marketing experience to ensure campaigns reflect your brand, compliance needs, and member values.

  4. Creative Testing for Continuous Improvement
    • Always testing headlines, visuals, and calls-to-action to discover the most effective combinations.
    • Adjusting creative based on performance trends and potential member engagement.

  5. Benchmark-Driven Decisions
    • Using credit union industry benchmarks to guide performance expectations.
    • Regular reporting to show progress on KPIs like completed applications, account openings, and funded loans.
    • Testing new ad formats and placements to stay ahead of trends.

Measuring Metrics

We put a strong emphasis on measuring our credit union advertising campaigns. When possible, we will implement customized tracking so you can see which ad clicks turn into actual applications submitted. We also report on applications started and overall site engagement from your PPC traffic. Finally, we'll report on more traditional metrics like click-through rate and cost-per-click. Our commitment to you is transparency on what activity is taking place and what results you're getting for your investment.

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Our Work

Credit Union Marketing Case Studies

For over 20 years, we’ve helped credit unions and other financial institutions navigate the evolving digital marketing landscape. Here are a few examples:

Arbor Financial Credit Union

Reduced ad costs while driving consistent organic traffic.

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Argent Credit Union

Boosted member growth with an automated HubSpot referral campaign.

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Foothill Credit Union

Enhanced engagement with automated workflows and data integration.

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No Contracts.

Choosing Geear means you’re never locked into a long-term contract. If you’re not happy, you can walk away at any time. No penalties, no strings attached.

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