Marketer’s Toolkit – Vol. 4 – Conversion Communications

Synergent Marketing integrates automation directly with the core. This allows for the fastest-to-market turnkey solutions that exceed results over any other managed services provider at competitive rates. From strategy, to custom creativity, to analysis and reporting, driving your return on marketing investment is our goal. We have experience in over 1,000+ unique, data driven projects… Read more »

Heart of Louisiana System Upgrade Campaign

Change is good, but converting to a new platform can be a major undertaking. Along with completing data transfers, bringing staff up to speed and training staff on the new system, how do you communicate important changes to members and staff? Heart of Louisiana Credit Union, headquartered in Pineville, Louisiana, navigated challenges with simplicity, style,… Read more »

Casco FCU Rewards Checking

Casco FCU, with over 8,500 members and $70 million in assets, wanted to offer members an impressive, branded, custom designed rewards platform. They had previously offered a rewards based account for many years through a third-party vendor. The program required manual transfers of files, and the credit union struggled with a process that resulted in… Read more »

Merrimack Valley CU ACH Auto Loan Campaign

Merrimack Valley Credit Union, with branches in Massachusetts and New Hampshire, operates in a competitive environment with many nearby financial institutions. It is imperative they stay ahead of the curve, so they decided to partner with Synergent Marketing Services for their latest marketing campaign. In an effort to use Synergent’s data mining abilities to the… Read more »

Dirigo FCU Auto Loan Campaign

Dirigo FCU used targeted marketing to encourage members to transfer an existing auto or recreational vehicle loan, or to open a new auto or recreational vehicle loan with their credit union. Transactional Data Mining (TDM) was used to identify offer recipients.

Oswego County FCU Auto Loan Campaign

Oswego County Federal Credit Union in upstate New York wanted to boost auto loan balances in the fourth quarter. Working together with Synergent Marketing Services, they created a campaign offering up to $300 cash back for refinanced or new auto loans and marketed this limited time offer to members using personalized postcards and emails. Members… Read more »

Transactional Data Mining

Do you want to increase and quantify your credit union’s return on marketing investments? The benefits of credit unions leveraging transactional data to better serve members through data are clear—the power of data to place the right message, to the right member, at the right time has never been more powerful. Mine various data sources… Read more »

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… Read more »

Member Email Automation

Member Email Automation allows credit unions to easily access member data for personalized email marketing. Extract core member data for list generation & segmentation Automate email marketing campaigns based on transactions Create personalized email workflows & member journeys Eliminate manual extracts & reduce errors

Bangor FCU Auto Loan Recapture Campaign

Bangor FCU wanted to encourage existing members to refinance auto and recreational vehicle loans from other financial institutions or open a new loan with the credit union. This award-winning campaign used a two-phased approach that yielded millions in new lending.