Founded in 1935, Atlantic Federal Credit Union is a financial cooperative located in New Jersey.
The credit union wanted to reach out to their brand-new members with information about products and services. The goal was to help members feel welcome, and to make it easy for them to sign up for services and apply for loans.
To achieve their goals, Atlantic Federal Credit Union turned to our onboarding and Marketing Automation programs. New members were initially sent a welcome email, which included a link to a survey. Members marked which products they were interested in – becoming trackable leads in the process and triggering informative drip emails directly relevant to their interests and needs. Additionally, new members received emails reminding them about the credit union’s various products and services they may have missed.
In one month, 153 new members joined the credit union and became the recipients of our onboarding and Marketing Automation pieces. Over the next six months, we were able to track those members’ activity and achieve the following campaign results:
30 online banking sign-ups
33 direct deposit sign-ups
5 new auto loans
1 new real estate loan
4 new investment accounts
9 new checking accounts
IN THEIR WORDS
“When we needed a way to reach out to our new members, image.works made the campaign a snap with their Marketing Automation. They gave us excellent designs and user-friendly layouts that were a vast improvement over our previous welcome email – and they gave us amazing results! I’m so grateful for how easy they made it for us to connect with our members.”
– Maryann Small, Marketing Manager