April 18, the deadline to file tax returns, is just around the corner. The average tax refund totals about $3,000. Even with the deadline so close, there are ways to communicate with your members about how to handle their refunds.

“Credit unions still have an opportunity to communicate with their members through social media, their website, a blog, or in the branch about the benefits of direct deposit for their tax refund,” explained Doug MacDonald, Vice President of Marketing Services for Synergent. “This is an easy, convenient, and quick way for members to receive their refund, as it bypasses the need for mailing and depositing a paper check. And for credit unions, this time of year can drive deposit growth.”

Statement inserts are another way to communicate with members. Synergent creates templates each year that make it easy for credit unions to get the message out. The three templates produced this year by our award-winning Marketing Services team are creative while including a simple, clear message to members about their tax refund and direct deposit.

Learn More

Contact our Marketing Services team for last-minute guidance and resources available now. It is never too early to plan, and our team would also be happy to start the discussion on your 2024 tax refund direct deposit campaign. Please reach out to your dedicated Marketing Services Representative or email marketingsupport@synergentcorp.com.