Will your credit union be attending the CUNA Marketing & Business Development Virtual Conference March 23-25? If so, we can’t wait to see you!

Fred Barber, Account Executive, and Doug MacDonald, Vice President of Marketing Services, will be at the Synergent booth throughout the conference. Once you’ve logged into the virtual event platform, hosted by Social27, there will be an opportunity for networking and discussion throughout the event.

“Of course, we wish we could see everyone in person, but I’m thankful that we are able to participate in the conference virtually,” shared Barber. “This event is a great opportunity to connect with familiar faces and to meet new marketing and business development professionals in the credit union space.”

Episys Marketing

While Synergent works with credit unions on any core platform, the Marketing Services team has unique experience in marketing for credit unions on the Symitar® Episys® core platform.

“Whether on the Episys core at Synergent or otherwise, we speak ‘Episys’,” said MacDonald. “This unique skillset means we are able to reach the right members, with the right marketing message, at the right time, using Episys member data. Our email API seamlessly integrates with Episys for automated efficiencies, our data mining team routinely works in Episys to unlock trends and target audiences, and we have customized PowerOn plugins that can be used for valuable marketing insights.  As a full-service provider of marketing services, Synergent can provide innovative solutions no matter which core a credit union uses.”

Updated Marketer’s Toolkits

Visitors to the Synergent booth can obtain PDFs of the Marketer’s Toolkit series, which cover the following topics:

  • Connecting Member Data to Email Marketing
  • Transactional Data Mining
  • Onboarding and Reboarding
  • Conversion Communications

“Even if you’ve seen these before, we’ve gone through and updated the series with new case studies and other information,” explained MacDonald. “Stop by so we can say hi but be sure to also download the latest versions of the Marketer’s Toolkits!”

Suite of Services

Synergent Marketing integrates automation directly with the core for fastest to market, turnkey credit union marketing solutions offered at competitive rates that exceed the results achieved by other solution providers. The Suite of Services is a unique subscription set that unlocks the power of your member data with automations to increase member engagement, product adoption, and utility. This perpetual, self-funding suite of services is designed to deliver results and ROI.

“What we like to call the “big 3” is covered in the Suite of Services,” stated Barber. “Transactional Data Mining,  Automated Email Marketing, and New Member Onboarding all are part of this exciting subscription set.”


Synergent is proud to be a Silver Sponsor of this year’s CUNA Marketing & Business Development. We encourage you to join us for our sponsored breakout session, “Now What! The Art of Going Deep with Data,” presented by Lee Allen and Randy Schultz from Strum Agency. The session takes place on March 23 at 11:15 am CST/12:15 pm EST.