Case Study

Merrimack Valley HELOC

Home Equity Lines of Credit (HELOCs) can be a lifeline for members who have a mortgage. Recognizing this need, and seeking to increase home equity lending over the same period in the prior year, Merrimack Valley CU partnered with Synergent Marketing Services to launch...

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Palisades Mortgage

Data is powerful. Using data to target with precision the right members, with the right offer, at the right time helped Palisades Credit Union achieve great success in their home lending campaign. By partnering with Synergent, they leveraged their own member data...

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Winslow Community FCU Risk Advisor

Staying ahead of the curve with fraud security options for your members is essential in today’s dramatically changing payments landscape. Winslow Community FCU in Maine (Assets: $39M, Members: 4,700) partnered with Synergent Marketing Services to launch a fraud...

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Webster FCU Deposit Campaign

Webster First Federal Credit Union, located in Worcester, Massachusetts, has served members of its community since before the Great Depression. They wished to drive higher deposits with an emphasis on certificate and money market accounts, so they partnered with...

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Dirigo Credit Card

Dirigo FCU recently expanded its product line to offer credit cards with competitive rates and rewards. This new product needed strong marketing efforts for its introduction, so the credit union called on a trusted partner for a solution. Synergent Marketing Services...

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Winslow Community Consumer Loan

Winslow Community FCU’s successful target marketing campaign encouraged members to transfer an existing auto, recreational, or other secured loan to the credit union. The credit union’s offer connected with the right members at the right time through a postcard and...

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Tremont Personal Loan

Visions of Sugar Plums? Not quite, but Tremont CU had visions of campaign success that did come to fruition! The goal of Tremont CU was to increase their personal loan portfolio by 15% over the same period in the prior year by targeting members who did not have a...

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Bayer Heritage Holiday Loan

Bayer Heritage FCU has a fun tradition. Each year, they promote an interest-free lending option to celebrate the season, promote community goodwill, and lighten the financial load on their members during the holidays. For years, they have partnered with Synergent...

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Heart of Louisiana System Upgrade Campaign

Change is good, but converting to a new platform can be a major undertaking. Along with completing data transfers, bringing staff up to speed and training staff on the new system, how do you communicate important changes to members and staff? Heart of Louisiana Credit...

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Casco FCU Rewards Checking

Casco FCU, with over 8,500 members and $70 million in assets, wanted to offer members an impressive, branded, custom designed rewards platform. They had previously offered a rewards based account for many years through a third-party vendor. The program required manual...

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Merrimack Valley CU ACH Auto Loan Campaign

Merrimack Valley Credit Union, with branches in Massachusetts and New Hampshire, operates in a competitive environment with many nearby financial institutions. It is imperative they stay ahead of the curve, so they decided to partner with Synergent Marketing Services...

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Dirigo FCU Auto Loan Campaign

Dirigo FCU used targeted marketing to encourage members to transfer an existing auto or recreational vehicle loan, or to open a new auto or recreational vehicle loan with their credit union. Transactional Data Mining (TDM) was used to identify offer recipients.

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