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.

 View the Case Study Archive here

Long-Term Relationship Keeps Getting Better

To evaluate and refine marking efforts based on detailed analysis, CFE Federal Credit Union leveraged its long-standing, collaborative relationship with Advisors Plus.

Building a Top-of-Wallet Card Program

Since 2010, Diamond Credit Union and Advisors Plus have shared a commitment to provide outstanding member service through Diamond’s best-in-class credit card program.

Solid Market Research Used In Successful Campaign

As part of an ongoing strategy for card-portfolio growth, BCU uses Advisors Plus assistance to refine card usage campaigns for improved cost-effectiveness.

Virginia Credit Union’s Answered Call

Advisors Plus consultants’ recommended changes dramatically improved situations for credit union members and the call center representatives themselves.

Ongoing Rewards from Holiday Promotions

With the help of Advisors Plus, BFSFCU attracted the desired interest of their members during the Holidays and provided long-term revenue benefits as well.

Focus and Validation

Advisors Plus works with Pen Air FCU to develop effective strategies based on ongoing assessments of marketing opportunities and thorough reviews of their card and checking programs.

PAHO/WHO FCU Targets Card Portfolio Growth

How does a smaller credit union promote its credit cards to non-English speaking members outside the U.S.? Advisors Plus leads the way.

Making Checking the Gateway to Growth

In an “over-banked” market, if Holyoke Credit Union wanted to grow, it needed to win business from competitors.

Founders’ Ally for Positive Change

Advisors Plus helped Founders identify and correct the issues that were negatively affecting call center operations.