This section contains less recent, but still relevant, Case Studies, POVs and other thought leadership documents, organized by calendar year.


Advisors Plus Checking Acquisition Campaign Sends Pen Air’s Membership and Account Growth Soaring

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.


Advisors Plus Marketing Brings the Entrust Promise to Life

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.

AmeriCU Credit Union Executes Targeted Marketing Using In-Depth Analysis

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

Baxter Credit Union Reaches for Higher Checking and Debit Card Performance

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

Baxter Credit Union Reaches for Higher Performance

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.

CFE Federal Credit Union Executes Credit Card Marketing Campaigns

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.

Consumers Credit Union Achieves Growth in Debit and Checking Programs

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

DCCU Adds Average of 300 New Cards/Month with Help of Advisors Plus

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.

Helping CFE Federal Credit Union Understand Collections P&L

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.

Improving Performance for CFE Federal Credit Union’s Credit Card Portfolio

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.

Knowledge and Power Where it Counts: OnPoint and Allegacy Benefit from Advisors Plus Credit Card Portfolio Start-up Consulting

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.

Municipal Credit Union Grows Credit Card Use with Increased Limits

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

Ramping Up Citadel’s Contact Center to Meet Member Demand

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


Client Success Story - CFE

CFE Federal Credit Union celebrates its 75th anniversary in 2012 and along with that milestone, the phenomenal growth it has experienced since beginning life as Central Florida Educators in 1937 with 37 members.  No one applauds CFE’s success more than Advisors Plus, which, since 2007, has been an extension of CFE’s planning team.

Striving for Excellence - A Credit Union's 2012 Blueprint for Success

2011 was a "banner" year for credit unions, but Advisors Plus predicts some significant challenges ahead for 2012.  As credit unions face the threat of declining profitability, the most successful will be those which take advantage of market-driven opportunities to gain members. Learn about mastering four core capabilities in order to make sure your credit union survives and prospers in the highly competitive 2012 business environment.


Consumers CU Aims for Top-of-Wallet Status with Visa Signature Upgrades Featuring Online Acceptance and Custom Rewards

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

One Nevada Thrives by Reducing Portfolio Risk and Rewarding Creditworthy Members with Card and Credit Line Upgrades

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


Langley Exceeds $100 Million in Card Balances with Ambitious Year-End Campaigns

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.

ORNL Credit Card Campaigns Achieve Sustained Excellence with 63% Overall Balance Growth

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.