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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 »
2020 CUNA Diamond Awards
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 »
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 »
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 a low-cost HELOC campaign. The campaign exceeded expectations with dramatic results… Read more »
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 along with data from a list purchased from a credit bureau to determine… Read more »
Winslow 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 prevention campaign to encourage their members to sign up for text and/or email alerts to protect their debit cards…. Read more »
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 Synergent Marketing Services to create a campaign that would achieve results and build on the credit… Read more »
