BANK AND CREDIT UNION MARKETING

SmartTrack

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.