Through this infographic, see what happens at each step during the Transactional Data Mining process.
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.
Marketing Services has been helping credit unions target messages with opt-in email and e-newsletter marketing programs for decades. We start by listening to your goals, then build a custom program to reach members. The enhanced service includes ideas on how to collect email addresses, add branding to e-marketing and track responses.
Onboarding is an effective and systematic way of reaching out to new members. The process occurs within a 3–4 month period after a new member joins a credit union. Using a combination of phone calls, direct mail, and curated web experiences with email, landing pages and social media, points of contact are used to welcome… Read more »
If you’re lucky enough to be part of the credit union industry, you’ve already won. You’re helping members access the tools and resources that empower them to live their best financial lives. You’re making a difference in your community. You embody the People Helping People philosophy that is the cornerstone of the credit union movement…. Read more »
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.
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
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 »
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 »
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 a low-cost HELOC campaign. The campaign exceeded expectations with dramatic results… Read more »