Marketing

Turning Challenges into
Profitable Opportunities


Marketing Strategies

Advisors Plus knows that a marketing strategy is a long-term, forward-looking approach with an essential goal of achieving a sustainable competitive advantage. Having a marketing campaign plan as part of your overall strategy builds the persuasive messages around these broad goals.

An Extension of
Your Team

While most credit unions are busy running their credit union business, they have little time for marketing their credit, debit or checking accounts products. Sometimes limited resources or inability to capture specific marketing data, makes it difficult to market your card portfolios effectively. Advisors Plus can be a valuable team member. We often say…think of us as an extension of your credit union team. We are here to help you do the heavy lifting.

Analytics to Improve Sales

Advisors Plus supplements your internal marketing and branch sales efforts to maximize your marketing results. The innovative, data-driven marketing campaigns that we develop consistently achieve outstanding results in cost-effective ways. Portfolio modeling and segmentation techniques help us achieve phenomenal portfolio growth for our credit union clients, with an average of 6.74% growth in balances and 5% growth in gross active accounts from year to year.

Maximize Marketing Results

Trusted strategies and marketing solutions that in the last year yielded 5.9x balance growth, generated 1.5x higher transaction growth, and produced $165 million in balance transfers.

Creativity & ROI

Our emphasis on both creativity and ROI creates winning campaigns for credit unions that help them outpace the competition.

Marketing Campaigns

Advisors Plus conducted 1200 marketing campaigns this past year and assists over 300 credit unions each year with marketing campaigns that range from customized, targeted programs, to turnkey new account acquisition and activation campaigns.

See Marketing Strategies in Action


Consulting Collaboration is Key for Addition Financial

Cooperative relationships boost results.

Read More

Strategic Insights Improve Cost Effectiveness

BCU’s happier holiday card usage campaign.

Read More

Build Stronger Product Portfolios

See how Pen Air FCU took control.

Read More

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

Contact Us