Today’s financial market is more competitive than ever before. More and more, your members are turning to smartphone apps, search engines and social media—instead of tellers and brochures—to learn about and engage with financial products, services, advisors and brands.
As credit union and financial service experts, our goal is simple. We’re here to help credit unions like you position themselves more competitively and market themselves more effectively.
Proven track record
We specialize in serving credit unions and have a firm grasp of the financial services market, so we can help you leverage your strengths to stand out from the crowd and give your members the experiences they desire.
Digital platform experts
We are experts in utilizing industry-leading credit union digital platforms—including Central 1, Forge, cumulus and Backbase—to the fullest possible advantage, understanding their limitations and developing integrated solutions.
An extension of your team
We work collaboratively with your team, augmenting their strengths and equipping them with tools and insights that will help them make better decisions today and down the road. We are right-sized to provide you with both personal attention and world-class executions.
Focused on what matters to you
Our data-driven approach helps you better understand your existing and potential members, build stakeholder trust and buy-in, work more efficiently with laser-focused tactics, and prove ROI in measurable, meaningful terms.
By creating breakthrough creative that’s grounded in research and guided by your goals, we enable you to connect with members and prospects at critical points in their decision-making journey, with messaging that helps drive conversions.
How We Can Help
Your Credit Union
We employ a repeatable marketing philosophy that pinpoints the audience behaviours and decisions that lead to conversions. By identifying this key data and establishing benchmarks and KPIs at the start, we enable you to work with laser-focused precision and streamline conversions. We then execute and optimize your campaign based on our findings, continuously measuring performance and responding to the data that results.
We mine the data to identify and measure the behaviours that lead to conversions, then set your benchmarks and KPIs accordingly.
We work with your team to refine your purchase experience to streamline those conversion points.
Our strategic, creative and digital experts develop your organic and paid channels, with breakthrough creative and messaging that addresses key decision drivers.
We go back to the start, evaluating what’s working and what isn’t, then adjusting as needed.
For Your Credit Union
Our NASA process allows us to produce strategic recommendations based on your specific needs. Through discovery sessions, real-world data and a collaborative approach, we’ll work with your team at no charge to develop an annual plan focused on your objectives.
This process demonstrates our value as a best-of-breed partner and helps you to develop a marketing roadmap focused on achieving results.
Identify current obstacles, challenges and opportunities
Define roles and team strengths
Discuss current industry trends and insights
Share initial findings on your school
Walk through your analytics, compared to Metric’s analytics, to see how far your customization has come
Present school measurement planning examples
Discover your current acquisition strategies and opportunities
Review your current behaviours and opportunities
Recommend formal strategy and determine strategic partners
Present costs associated with every strategy for budget building
Review annual timelines by project
Discuss various approaches presented so priorities can be decided upon
Select strategic priorities between teams
Finalize budgets based on strategic priorities
Create annual strategy calendar
Distribute work between teams
Looking for a partner with a deep understanding of credit union branding, marketing, analytics and creative development? We’d love to hear from you. Click to contact us and we’ll be in touch to learn more about your needs.