Seaboard Onboarding Case Study

Seaboard FCU embarked on an award winning onboarding campaign with Synergent Marketing Services in 2017. The goals of this campaign were to encourage members to increase product and service activity, deposit volume, checking, and debit/credit card adoption. Synergent assisted by providing comprehensive creative designs, copywriting and message development, and tracking and reporting services – among… Read more »

Mississippi FCU HELOC Case Study

Mississippi FCU of Jackson, MS had the bright idea to entice their members with a limited time HELOC offer. By partnering with Synergent Marketing Services, they were able to turn that into reality. They asked targeted members, What would you do with a Home Equity Line of Credit? Synergent Marketing Services was able to convey… Read more »

New Dimensions FCU Onboarding Case Study

New Dimensions FCU put members first by implementing a personalized, custom-designed onboarding program with the help of Synergent. The onboarding program helped to educate members about the many ways they can leverage their membership, including what products are available to them and how to use them to their advantage. This campaign has proven successful since… Read more »

Bayer Heritage FCU Holiday Campaign

Hundreds of Santa Helper Loans Opened Totaling $856,000! Do You Hear What I Hear? Bayer Heritage FCU members look forward to the popular annual Santa Helper holiday loan campaign. This year, their creative strategy incorporated the classic holiday song alongside a holiday dachshund in a Santa hat on the postcard and other components of the campaign…. Read more »

Oxford FCU ACH Vehicle Loan Campaign

Members said “goodbye” to old loans and “hello” to new loans with cash back! Oxford FCU wanted to reward their loyal members by offering them cash incentives to refinance or open a new loan for autos, motorcycles, boats, RVs, ATVs and snowmobiles. By partnering with Synergent Marketing Services, they were able to identify the right… Read more »

Endurance FCU System Upgrade Campaign

Investing in technology upgrades benefits members and staff alike, but the process requires change. Communicating that change is good must be done clearly and concisely throughout the process. Having a defined plan and mapping out the journey helps everyone stay on the same path.

Katahdin Fire

When a fire broke out at Katahdin FCU’s main office, Synergent helped the credit union with their recovery efforts. View the timeline of events and see the actions taken that preserved operations and member access.

Sebasticook Valley Onboarding

Your brand should tell a story about who your credit union is, but it also needs to resonate emotionally with your members. Sebasticook Valley FCU and Synergent partnered to develop a strategy, design, and content to bring their onboarding campaign to life

Connected CU Onboarding & Reboarding

You’re probably familiar with the process of onboarding. In the first 90 days of membership, new members are welcomed and informed about products and services available to them through a series of communications and points of contact. But there is a world of potential in offering a parallel program to your current members called reboarding…. Read more »

Otis FCU Home Equity Loan Campaign

By leveraging member data through data mining and targeted communications, Otis Federal Credit Union was able to successfully raise awareness and increase its home equity lending portfolio. Personalized postcards were sent inviting select members to apply online or to call the credit union to take advantage of a limited time offer, with incentives of half-price… Read more »