Digital Transformation for Credit Unions

Grow Membership and Increase Share of Wallet with Adobe Marketo Engage

Digital Transformation for Credit Unions combines the power of Adobe Marketo Engage with DemandGen’s proven methodology for Credit Union marketing. We have helped clients like Rivermark Community Credit Union and Clearview Federal Credit Union drive growth by transforming how they engage with their audience throughout the member lifecycle – from acquiring and onboarding new members to retaining and expanding relationships with current members.

With its Digital Transformation for Credit Unions methodology, DemandGen helps Credit Unions evolve from a limiting, one-size-fits-all marketing strategy to delivering personalized member experiences at scale. Credit Unions who partner with DemandGen will improve member retention, drive new member acquisition, and grow marketing impact on balances.

This comprehensive set of white-glove services and proven best practices includes:

  • Implementation of Adobe Marketo Engage
  • Integration of Adobe Marketo Engage with other relevant systems and data
  • Tailored Adobe Marketo Engage training
  • Initial database clean-up and normalization
  • Audience segmentation
  • Member lifecycle development
  • Lead scoring model strategy and set-up
  • Framework for lead/lifecycle management
  • Development of always-on nurture campaigns
  • Set-up of multiple communication channels (email, direct mail, website, SMS, etc.)
  • Establishment of KPIs and guidance on conversion optimization
  • Ongoing Adobe Marketo Engage system administration support
  • Ongoing Adobe Marketo Engage campaign execution support
  • Ongoing reporting on marketing’s impact on revenue
  • Ongoing data management