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.

Marketer’s Toolkit – Vol. 2 – Transactional Data Mining

Synergent Marketing integrates automation directly with the core. This allows for the fastest-to-market turnkey solutions at competitive rates that exceed results over any other managed services provider. 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 »

Marketer’s Toolkit – Vol. 1 – Connecting Member Data to Email Marketing

Synergent Marketing integrates automation directly with the core. This allows for the fastest-to-market turnkey solutions at competitive rates that exceed results over any other managed services provider. 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 »

Email Marketing Platform

Driving emails out of core and into an email platform is complex. Want to reduce or even eliminate potential errors and create 24/7 reliability? Need to append lists without errors, duplications, or bad “overwrites”? Synergent knows how to get timely emails to the right members, at the right time, at the right place via automation in… Read more »

Sebasticook Valley Credit Card

Sebasticook Valley FCU has offered a Visa credit card to its members for years. They recently saw an opportunity for growth in both card adoption and card balances. By partnering with Synergent, the credit union ran a marketing campaign that yielded an incredible 730% increase in total new lines of credit and 155% increase in… Read more »

Marketer’s Toolkit – Vol. 3 – Onboarding and Reboarding

Personalized Member Experience: Connect with Members to Engage and Re-Engage What you communicate to your members (and how you communicate it) influences their feeling and affinity towards your credit union. How do your members feel? Both new members and current, loyal members benefit from being informed about the products and services available to them. Download… Read more »

Synergent Rewards

Members have many choices when selecting a financial institution. How do you make your credit union stand out from the rest while gaining Primary Financial Institution (PFI) and top of wallet status? Synergent Rewards is a turnkey, cost-effective solution that integrates directly with the Symitar Episys core processing platform. It rewards members for completing actions… Read more »