Case Studies

Here at Advisors Plus, we are very proud of the work we do to help credit unions meet their business challenges and capitalize on their growth opportunities. Our consultants may be experts and thought leaders, but you'll see that there's nothing ivory tower about their real-world, innovative solutions.

We think this sample of case studies showcases our consulting and marketing approach: hands-on, data-driven problem solving in partnership with credit union management. See for yourself how Advisors Plus has gone the extra mile time and again to make good on its Value Delivered promise to clients.

Consumers Delights Members with Online Card Customization Portal

Consumers aims for top-of-wallet status with a Visa Signature® upgrade campaign featuring online offer acceptance and personalized rewards.

Credit Line Increases Unleash $5.4MM in Balance Growth

One Nevada hits the growth jackpot by reducing its overall portfolio risk while rewarding creditworthy members with Visa Signature cards and credit line increases.

$100 Million Card Balance Goal Met and Exceeded

Chart Langley’s progress from portfolio optimization to sizzling growth with this inside look at how Advisors Plus grew card balances 30% in six months.

Stellar Credit Card Balance Increases

Discover how AmeriCU grew loan balances by 57% to $11.2 million over a 2-year period.

Breakout Success with Custom Card Campaigns

Go behind the scenes with ORNL's credit portfolio team for an up-close look at how Advisors Plus marketing campaigns grew card balances an astonishing 63% over three years.

New Account Acquisitions Triple

Learn how Advisors Plus tripled DuPont Community Credit Union’s new account acquisition rate to 300 new accounts per month with an innovative, customized marketing campaign incorporating rewards and balance transfers.

Dramatic Contact Center Service Improvements

Find out how Advisors Plus helped Citadel substantially improve its contact center service while increasing staffing flexibility and holding the line on costs.

Exceptional Credit Card Income Growth

Read the inside story of how Advisors Plus helped CFE Federal Credit Union achieve spectacular 67.2% growth in its annual income from credit cards.

Ready, Set, GROW with Checking Account Acquisition

Be WOWed by Pen Air’s membership and balance growth triumph with its Advisors Plus Checking Acquisition Campaign: Pen Air booked a "growth trifecta" of 675+ new member accounts, 1,000+ additional cross-sold products and nearly $7 million in total balances.

A Tale of Two Credit Card Portfolio Start-up Successes

Be inspired by how Advisors Plus helped OnPoint start a credit card portfolio whose outstanding balances grew from zero to $76 million in five years, and crafted a strategy for Allegacy’s blockbuster reentry into the credit card business.

Risk and Collections Profitability Turnaround

See for yourself how Advisors Plus helped CFE Federal Credit Union understand and realign its collection practices to manage risk and improve its bottom line.

Balance Transfers Lead to Card Usage Growth

Investigate how Advisors Plus helped Baxter Credit Union meet its credit card marketing goals with a year of custom balance transfer and card usage growth campaigns.

Credit Line Increase Promotion Ramps Up Spending

Explore how Municipal Credit Union used an Advisors Plus credit line increase promotion to breathe new life and profitability into its members’ spending patterns.

Convenience Checking Jumpstarts Growth

Check out how small-but-growing Entrust used an Advisors Plus convenience check campaign to attract balance transfers of $1.5 million in only three months.

Portfolio Optimization Unleashes Growth

Look into how Consumers Credit Union improved the health of its debit and checking businesses with an Advisors Plus statistical analysis.

Debit and Checking Usage Skyrockets

See how Advisors Plus helped Baxter Credit Union increase total debit card usage by 22.4% and checking penetration by nearly 20%.

Marketing Analytics Yield Stratospheric Response Rates

Get the facts about how Advisors Plus market segmentation and targeted campaign design delivered sky-high response rates for CFE reward and cash-back campaigns.