10 Marketing Tools to Use In 2022

It’s the most wonderful time of the year and it is time to plan! With 2022 on the horizon, now is the time to plan your credit union’s marketing strategy for the new year. What can you do to make it your best year yet? Put a plan in place that is strategic, effective, and designed to achieve your credit union’s marketing objectives and business goals.

Synergent can help. The Synergent Advantage enjoyed by credit unions who partner with Synergent means being able to access a range of products and services under one roof, with an award-winning, expert team of resources that becomes an extension of your own. Our Marketing Services team works with credit unions across the country in areas such as campaign and promotional material development, marketing automation, data mining, and much more. We are pleased to recommend the following top 10 tools to incorporate into your credit union’s strategy in 2022.

  1. Marketer’s Suite of Services
    Synergent’s Marketing Suite of Services is a unique subscription set that unlocks the power of member data with automation to increase member engagement, product adoption, and utility. It includes transactional data mining, member email automation, and new member onboarding, packaged in a way that provides tools credit union marketers need without having to worry about budgetary constraints.
  2. Transactional Data Mining
    Your members are the most important part of your credit union, but your valuable data also tops the list! Transactional Data Mining (TDM) allows you to leverage this information that you already possess to reach the right members, with the right offer, at the right time. This increases their feeling of connectedness to your credit union while increasing your return on marketing investments.
  3. Automated Lending Recapture
    New business does not always come from new members. Recapture campaigns provide beneficial offers to your existing members that also can impact your credit union’s bottom line. One of our partner credit unions encouraged members to refinance auto and recreational vehicle loans that they held at other financial institutions or to open new loans with their credit union. This campaign yielded over $4M in new loan balances during the campaign period! A win-win for all involved!
  4. Onboarding and Reboarding
    Ensuring members are aware of all the valuable products and services available to them improves member retention, creates strong relationships, increases product penetration, and allows for greater cross-selling success. Onboarding is done within 90 days of a member joining your credit union. Reboarding is a similar member education campaign, targeting existing members with information about products they may not be aware of that may be beneficial to them.
  5. Email Marketing Platform
    The cooperative nature of our industry means never going it alone. There are a lot of email marketing platforms out there, but we are pleased to provide our own email marketing platform through Synergent that connects to your core data. This integration allows for a streamlined experience on a platform that includes online forms or collection campaigns, gathering opt-in emails—even automating list management. Our award-winning creative team is at your service to assist with strategy, creative, layout, headlines, and body copy.
  6. Member Email Automation
    You want to reach the right members, with the right offer, at the right time. But are you spending too much time just trying to get to your data, let alone segmenting it for use in your data-driven marketing efforts? Do you have to ask IT for a data pull every time you want to send a targeted email to members? This Application Programming Interface (API) allows for credit unions to truly automate email marketing—from core to the digital member experience.
  7. Targeted Marketing
    Targeted marketing and transactional data mining go hand-in-hand. You first need to know who you want to target. Once that has been decided by using data analytics, creating the message and getting that message to your members is the next step. By considering your audience, business goals, strategy, and delivery tactics, targeted marketing delivers messages to members that resonate.
  8. Interactive Digital Publications
    Virtually any traditional publication can be created as an interactive digital publication, an easy-to-navigate digital document that incorporates animation, transitions, sound, even video in an online format. It essentially takes your content and creates responsive HTML that is a hybrid between a traditional, static document and a webpage. It brings your content to life and is viewable on any device—smartphone, tablet, and desktop—optimizing content for each.
  9. Virtual Member Meetings
    Annual meetings, member votes, and chapter gatherings now can routinely go virtual. We have tools prepared in a prepackaged solution that include planning, live meeting moderation, emails to attendees, and rehearsal sessions to make virtual meetings run without a hitch!
  10. Portfolio
    No matter what the campaign, thoughtful, strategic marketing solutions help foster connections and strengthen your brand with your membership. Your data complemented by award-winning designs can be used to implement marketing programs that get real results. We invite you to take a peek at our Portfolio that is filled with past campaigns, results, artwork, and strategies to inspire and inform. Pull out the pieces that speak to you or spark an idea and get started on your next campaign.

Learn More

Start by reviewing our planning checklist to help make 2022 your best year yet. Then contact us to schedule a time to discuss your planning goals. We are invested in your success as we move forward in this brand-new year!

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