Marketing

Turning Challenges into
Profitable Opportunities


Marketing Planning

Let Advisors Plus formulate a strategy that builds on four core capabilities for short and long-term success: Exceed Member Expectations, Optimize Product Delivery, Master Growth Strategy, and Manage the Bottom Line. We’re your partner in seeking growth opportunities, always with the member in mind.

Better Suggestions Through Customization

Advisors Plus knows that when you spend time taking a deep dive into each product’s profit and loss statement, risk profile, cardholder behavior segmentation and competitive profile, that you learn a great deal about what levers to pull to achieve optimal results for your credit union and more competitive products for your members. Taking a holistic research approach prior to planning for short and long-term goals, can lead your credit union into deploying objectives and tasks that are on-track and keep you going in the right direction.

Data to Improve Product Suggestions

There is no doubt that certain products appeal to members at different times in their lives. Over the last several years, many credit unions have targeted the millennial markets with offers for low rate and low credit line or secured credit cards. Leaving a cardholder who is ready to move on to a rewards card with a higher line assignment in the wrong product can cause the member to move your card out of their wallet. Using cardholder spending data, demographics, and risk models, the cardholders seeking to graduate to rewards or premium card products can easily be identified. Advisors Plus can help credit unions identify those cardholders and get them into the right credit card product that meets their changing needs.

Card Campaigns

Grow your card portfolio the fast and easy way

Checking Campaigns

Strengthen your checking opportunities in the market

Rewards Campaigns

Outpace the competition with smarter rewards programs

See Marketing Planning in Action


Usage Campaigns and Targeted CLIs

How Diamond Credit Union builds loyalty.

Read More

Strategic Insights Improve Cost Effectiveness

BCU’s happier holiday card usage campaign.

Read More

Building a Foundation on Member Relations

How Holyoke Credit Union found the way.

Read More

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

Contact Us