BANK AND CREDIT UNION MARKETING

Loan Generation

Partners Financial Federal Credit Union’s Loan Generation Case Study

THE CLIENT
As a trusted financial institution for more than 60 years, Partners Financial Federal Credit Union proudly serves the financial needs of the Richmond, VA, area.

THE CHALLENGE
As part of the credit union’s series of yearly personal loan campaigns, Partners Financia FCU once again wanted to increase their personal loan balances by refreshing their previous year’s campaign with a new look and feel.

Members Exchange CU Loan Generation Case Study

THE CLIENT
Founded more than 50 years ago, Members Exchange Credit Union is a not-for-profit financial cooperative that serves members in central and northern Mississippi.

THE CHALLENGE
The credit union wanted to expand their loan portfolio through a multi-offer invitation-to-apply campaign. A long-time client, they relied on us to come up with fun, engaging pieces that would catch eyes and educate their audience on the wide variety of loan options available at MECU.

MembersFirst CU Loan Generation Case Study

THE CLIENT
Founded in 1953, MembersFirst Credit Union is a not-for-profit financial cooperative in Georgia that serves more than 35,000 members.

THE CHALLENGE
The credit union had a well-planned marketing strategy for a prescreen auto loan campaign – until the coronavirus pandemic upended the country’s economic situation. Still wanting to offer their members low rates and potentially help them save money during a difficult time, MembersFirst made a last-minute decision to change the scope of their campaign.

Kalsee CU Loan Generation Case Study

THE CLIENT
Kalsee Credit Union in Kalamazoo, Michigan, is a mid-sized credit union serving 23,000 members with $173 million in assets.

THE CHALLENGE
The credit union wanted to capitalize on the holiday shopping season, and they also wanted to improve upon their previous campaign by at least 40%. (The previous campaign, developed by Kalsee’s credit card provider, garnered 25 new cards for the credit union.)

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