BANK AND CREDIT UNION MARKETING

SmartTrack

Members Exchange Federal Credit Union’s SmartTrack Case Study

THE CLIENT
Serving 23 counties in Mississippi, Members Exchange Federal Credit Union (MEFCU) has been helping their members achieve financial wellness for over 70 years.

THE CHALLENGE
Not wanting to miss out on shoppers actively searching for loans elsewhere, MEFCU wanted to strategically target these consumers in order to bring business back to the credit union.

Heritage CU SmartTrack Case Study

THE CLIENT
Heritage Credit Union – based in Madison, Wisconsin – has $350 million in assets and serves more than 28,000 members in Wisconsin and Illinois.

THE CHALLENGE
The credit union wanted to capture the attention of qualified members who were shopping for auto, mortgage, home equity and personal loans – before those members accepted financing from a competing institution.