Client Goal
A credit union wanted to acquire new customers and increase services among current customers at 5 branch locations.
Deliver Your MessageOur Innovative Strategy
1
Identify the highest-value target audience
Segmented households based on current customers and potential customers.
2
Leverage the most effective media
Mailed 3 consecutive postcards with variable messaging personalized to the household over a 5-month period.
Used promotional offer for free checking accounts to potential customers.
Varied refinance offers for current customers based on client data.
3
Quantify performance expectations and activate
Tracked new accounts activated at the 5 branches included in the mailings.
Consecutive, multiple mailings led to increased customer response.
Results
1,100+
New accounts over 5 branches
238%
ROI
$4M
Current customer account balance
$247,389
New checking account deposits
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