BANK AND CREDIT UNION MARKETING

Marketing Automation

Members Exchange CU Eboarding & Marketing Automation 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 a more efficient way to reach new members with information about the wide variety of products and services available to them. It was important to make these members feel welcome right off the bat and make it easy for them to sign up for services.