Marketing

Turning Challenges into
Profitable Opportunities


Customized Marketing Approach Leads to a Better Member Experience

Advisors Plus marketing supplements your internal marketing and branch sales efforts to maximize your marketing results without the need for an in-house, data-driven marketing resource. The innovative, targeted marketing campaigns that we develop for our credit union clients consistently achieve outstanding results in very cost-effective ways.




Process

The Advisors Plus Marketing Services team works with hundreds of credit unions each year to create engaging, sustainable campaigns that skyrocket account and membership growth. Your success is our greatest concern, so we strive to provide a level of service that your credit union will continue to find useful in the growth of your organization.

Step 1

Planning and Engagement


Here we help you identify competitive card usage incentives and discuss best practices for direct marketing.

Step 2

Data Collection


This is a where we provide you with detailed campaign panning to highlight five key areas of marketing.

Step 3

Analysis


In this stage of our process, we communicate the great campaign incentives with your cardholders, while you keep 100% control of the targets and approach.

Step 4

Market Research


We provide you with proprietary campaign modeling that includes response-tracking reports and back-end comparison of projections vs actual results.

Step 5

Develop Strategic Recommendations


Recommendations are developed that bring about deeper member understanding and discovery of new opportunities to become a true financial partner.

Step 6

Presentation to Key Stakeholders


Findings are presented to the key stakeholders and discussions ensue for next steps.

Step 7

Act on Opportunities


Here we work with your credit union, as necessary, on the actionable insights provided and help track success metrics. Your success is our greatest concern and we want to continue to re-engage in planning your growth strategies.

Experience

Leverage the combined decades of experience that Advisors Plus consultants bring to the forefront of each unique credit union challenge.

Successful Track Record

Experience a new level of success from consultants that collaborate with credit unions to address high-priority challenges and optimize opportunities for growth across core business areas.

Analytics

Empower your credit union with industry analytics, benchmarking statistics and advanced transactional data that help predict member behavior and enable more informed decision-making.

See Marketing in Action


The Highly Empowered Portfolio Manager

Ownership of responsibility is everything.

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Strategic Insights Improve Cost Effectiveness

BCU’s happier holiday card usage campaign.

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Amazon Tie-In Fuels Campaign Success

BFSFCU card usages increase.

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How can Advisors Plus cost-effectively help your credit union reach aggressive growth goals?

Contact Us