How to Leverage your Core for Data

Strengthen your targeted marketing campaigns with data mining. Jennifer Braziel, Data Mining Specialist for Synergent Direct Marketing Services, explains in the PROTips video how adding data mining to any campaign strategy increases the relevancy of the message you are sending while significantly increasing your credit union’s return on investment. Data mining uses information you already… Read more »

Happy New Year Data Secrets: Tips from Synergent Staff

At Synergent, we see firsthand the value and benefit of using data efficiently. A few of our resident experts provided the following tips:  Data is vital in the ever changing world of payments. Credit union members have so many payment options available to them. By leveraging the data associated with how and where members are… Read more »

Prepare for 2016 Home Loan Campaigns

  As 2015 comes to a close, this is a great time to start preparing for your credit union’s 2016 home loan campaigns. Heritage Valley FCU in York County, PA successfully launched a two-month personalized, targeted direct mail campaign that resulted in a dramatic increase of first-time mortgages. Raising Awareness Tara Kochansky, Marketing Director at… Read more »

Convert Data Into Profits

The start of a new year is a wonderful opportunity to identify and set goals for your credit union. Oxford FCU in Mexico, ME was able to do this by first reflecting upon a campaign that was very successful, then repeating that formula leveraging ACH transactional data over multiple campaigns.   The Reflection “We used a… Read more »

The 5 W’s of Onboarding

Onboarding is proven to increase member retention and aids in a feeling of connectedness to your credit union. With growth and member satisfaction top priorities for credit unions, onboarding is the most valuable way to reach out to new members and ensure they’re informed of your credit union’s offerings while fostering their credit union experience. … Read more »

Photos from Technology Workshop 2015

“Take a Byte Out of Data” is Synergent’s largest Technology Workshop held to date! Many attendees gathered at DiMillos Floating Restaurant for dinner the night before the workshop.  78 New England credit union professionals from across New Englandfilled the Atlantic Room at The Regency, making the 2015 TechnologyWorkshop the best attended since its inception in 2008.   President and… Read more »

Options are Not Optional: Tailoring Your Offerings to your Membership

Credit unions have built a wonderful reputation rooted firmly in a history of cooperative values and superior service. But what does customer service mean in today’s climate? In our ever changing financial services landscape, it isn’t enough to only provide good member service in the traditional sense of being helpful, friendly, and accessible. Providing your… Read more »

CMOs Need to Measure and Analyze the Data

The CMO is faced with a constant challenge to prove the value of their marketing efforts. The channels we use continue to grow, the technology continues to innovate and the consumer expects more personalization and customization of offers than ever before. To be successful, CMOs must collect, segment, analyze and visualize the data to be… Read more »

The Power of ACH Data Brings in New Loans

Through a targeted campaign developed by Synergent, a $142.5 million-asset credit union grew loan volume by leveraging automatic clearing house (ACH) transaction data to identify and approach members who were making loan payments to other financial institutions. “ACH targeting opens a significant new door for credit unions – another tool and data source to identify members… Read more »

Direct Mail: Perfect Formula with Personalization

In the world of credit union marketing, it may often seem like there are more ways to connect with members than you ever thought possible. It’s easy to get lost in some of the technicalities of all of the ways to connect with members, putting options such as direct mail aside, labelling it as unoriginal… Read more »