The Financial Communicator

Credit Union Marketing & Operations

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I target credit unions that serve mass affluent and high-net-worth members by providing holistic wealth management solutions to them. These clips show my ability to write case studies about industry leaders leveraging unique approaches for providing services to their target markets and implementing operational measures that maintain credit union safety and stability for their members. 

These are data-backed and interview-driven pieces, some of which I pitched, sourced, developed and wrote, provided guidance for credit union managers pursuing similar revenue generation goals. If you want similar case studies written for your credit union or other wealth industry brand, let's talk today.

CreditUnions.com •

Case Study: A New Approach To Pay Scales At Member One FCU

This Virginia credit union changed its mortgage lending paradigm to accommodate members’ availability and interests. By changing the pay structure for its mortgage loan officers, the credit union substantially increased both personal income opportunities for their mortgage lenders and revenue for the credit union. Moreover, member satisfaction for their mortgage loan clients is at an all-time high and those members maintain at least four personal finance products with the credit union.
CreditUnions.com •

Case Study: ACH Data Mean More Lending for a New York Credit Union (with Charts)

What happens when a small NY credit union uses its own ACH data and a small marketing budget to create a auto loan recapture promotion for its members? Phenomenal results happen, including $2.2 million in auto loan business in seven months, up to a 22:1 ROI for each marketing dollar and a jump in signature loan, HELOC, and new credit card account business. Read my case study and learn how, occasionally, marketing can produce magic (although planning took three years).
CreditUnions.com •

Case Study: X Marks the Spot: A Texas credit union’s marketing campaign for Gen X women speaks directly to the family CFO

This is a case study I pitched, developed, sourced, and wrote to show that Gen X, now the wealthiest generation and 81+ million members strong, is a market worth targeting for credit unions. It overviews a profitable marketing campaign launched by this Fort Worth, TX credit union and provides solid justification for why and how other credit unions should plan and launch similar campaigns targeting this generation which influences the two generations who precede it and the two who follow.