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Client Case Studies  

Learn about tactics our clients have executed...

Institution Name Case Study

Objective

Chevron Texaco Credit Union Suzanne Walden, VP Marketing Auto Loan Generate Auto Loans Through Direct Mail to Members
Dime Savings Bank of Williamsburgh William Elliott,
Vice President
Effective Consumer Segmentation Generate CD Balances Through Direct Mail to Customers and Non-Customers
HawaiiUSA Federal Credit Union Scott Kaulukukui
SVP - Communications Group
New Household Matrix Marketing Improve  participation; be the primary financial institution
Marion School
Employees Federal Credit Union
Kari Hullinger
Marketing Director
Holiday Loan Promotion Generate Unsecured Loan Volume Using a Low Promotional Rate
    Advanced Interest Certificate of Deposit Generate CD Balances by Attracting New Members and Utilizing Consumer Segments
Elevations Credit Union Rich Jones
VP of Marketing
iNTEGRATOR Data Analysis Best Practice Make tactical and strategic decisions with confidence using objective data
AmeriChoice Federal Credit Union   High Rate Money Market Generate deposits though high rate/high minimum balance money markets.
Premier Members Federal Credit Union Kerry Goodliffe Parry
VP of Marketing
iMATRIX Best Practice Increase response rate through automated target marketing
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