Email Marketing

By Marc Rapport | Feb. 11, 2019

This Valentine’s Day, see how credit unions share the love via rewards programs and other givebacks.

By Erik Payne | Jan. 28, 2019

Two credit unions with double-digit share growth offer insight into how they are attracting, and keeping, money in the cooperative.

By Callahan & Associates | Oct. 13, 2017

Callahan & Associates and Katie Grindeland, Senior Vice President of Marketing and Communications at TruStone Financial discuss how the credit union conceived and executed their “Neighborgood” campaign.


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By Marc Rapport | Nov. 28, 2016

The Memphis credit union has improved retention, electronic services, and accounts per household by delivering the right messages to the right members.

By Callahan & Associates, Inc. | Sept. 29, 2016

Callahan & Associates and Betsy Pruitt, online marketing manager at Redstone Credit Union, discuss how the cooperative's small marketing staff used email analytics and automation to help sell thousands of new checking accounts.

By Rebecca Wessler | July 11, 2016

This week, looks at best practices to make the most of mobile and online strategies.

By Marc Rapport | July 11, 2016

How Redstone Credit Union’s small marketing staff used email analytics and automation to help sell thousands of new checking accounts.

By Aaron Pugh | March 28, 2016

First Tech Federal Credit Union offers tips to ensure the right messages reach the right members at the right times.

By Marc Rapport | Feb. 8, 2016

First Financial revamps its tell-a-friend program to Keep It Simple (and Successful).

By Aaron Pugh | June 11, 2015

Fiserv’s presentation at The Financial Brand Forum provides a shotgun blast of imitation-worthy ideas.

By Rebecca Wessler | June 8, 2015

Mobile teams, Big Data, digital messaging, video programs, and more ... this week on

By Aaron Pugh | July 21, 2014

Firstmark Credit Union invests in the right tools to enhance, achieve, and communicate its marketing ROI.

By Rebecca McClay | Oct. 29, 2012

Marketing departments can increase response rates, decrease unsubscriber rates, and accelerate purchase cycles by perfecting member segmentation.

By Aaron Pugh | Aug. 1, 2012

Don’t just store payment data to comply with regulations, use it to drive informed, successful growth in other areas.

By Rebecca McClay | Nov. 22, 2011

Help your members combat the evolving forms of email fraud by offering them prevention tips.

By | Oct. 17, 2011

Credit unions can improve your virtual communication strategy in these four key areas.

By Rebecca McClay | Oct. 1, 2011

Virginia Credit Union uses mini musicals to get members talking.

By Rebecca McClay | Oct. 1, 2011

Sooper Credit Union creates an intimate member rapport through personalized URLs.

By Callahan & Associates | Oct. 1, 2011

A new model for credit union call centers bridges a gap for small to medium sized credit unions by maximizing a feature that differentiates them from banks.

By Callahan & Associates | Oct. 1, 2011

Teller pods are an innovative answer to creating a memorable in-branch experience. Avoid these common pitfalls to optimize the benefits without increasing costs.

By Aaron Pugh | Sept. 14, 2011

Daily correspondence is a necessity. But failure to manage it properly can snuff out productivity.

By Aaron Pugh | July 1, 2011

It takes all three to effectively market to members and build lasting brand value.

By Callahan & Associates | April 1, 2011

A revolutionary way to build member loyalty and satisfaction.

The Paper Caper

By Aaron Pugh | Dec. 23, 2010

Convert paper statement diehards to eStatements without breaking budget.

By Ron Daly | June 7, 2010

Credit unions are getting better at driving traffic to ever-improving websites. Take these best practices into consideration when developing your next email campaign.

By Ongoing Operations | May 26, 2010

How do credit unions keep up with increasing technology demands and still manage costs effectively?

By | April 19, 2010

With a Regulation E Overdraft Rules deadline just around the corner, credit unions are facing another compliance challenge for their overdraft services.

By Leigh Anne Terry | March 8, 2010

Just a few short years ago, the buzz was all about "going green." Then the bottom fell out of the economy, and everyone's focus shifted to "saving green."

By | Sept. 14, 2009

Budget season is upon us, ROA numbers are tighter than ever and credit unions continue to look for ways to save $$$. A new digital communication tool is overcoming member inertia, growing business and has saved four credit unions over $22,000 per year in less than a week. Read how...

By Dane Coalson | Aug. 31, 2009

International Airline Employees Federal Credit Union has never operated a teller line, yet grew its loan portfolio 24% and share balances 18% over the past 12 months. With help, this $29M institution has transformed itself into a virtual credit union.

By Callahan & Associates | July 1, 2009

Educators provides mobile access to members through a downloadable application called Mobile Finance Manager.

By Callahan & Associates | July 1, 2009

Estatements and email marketing are becoming critical marketing and information channels, as credit unions strive to gain efficiencies without decreasing member service.

By Marquis | May 11, 2009

The Credit Union world sometimes seems split on the benefits of onboarding. Only about 40% of credit unions actually execute an onboarding strategy. So, what is onboarding and what are the key benefits?

By Elliott Kashner | March 23, 2009

Before setting up a Facebook account, MySpace account, and a blog, it doesn't hurt to revisit the basics of Web 2.0 and understand the why's underpinning the evolution of new internet strategies.

By | March 9, 2009

In these difficult times, few things are guaranteed. Headlines announcing company layoffs, budget shortfalls and shaky consumer confidence attest to the continuing recession - the deepest in 70 years. So what can you count on? Gearing up marketing during a downturn, pays off...

By Denise Senecal | Jan. 5, 2009

As this year starts on a wave of economic uncertainty, it is clear that members are looking to their credit union for guidance and assistance.

By Denise Senecal | Nov. 24, 2008

Online members are accessing the credit union services through multiple touchpoints, with heavy use of online banking (multiple times per week) and monthly use of the credit union branch. In terms of their preferences, however, members are divided between those who prefer to avoid the branch and those who select channels based on convenience.

By Denise Senecal | Oct. 20, 2008

How can you increase bill pay usage at your credit union? This article details 10 action items to help members and credit unions with this technology.

Partner Perspective
Do You Want Fries With That?

By | Oct. 20, 2008

That question is one of the most famous examples of up-selling in American history. Today, credit union executives and marketing teams are striving to create the same up-sell message that will increase their service-per-member ratios. The fact of the matter is, credit unions are not really that good at up-selling when they are not face-to-face with the member. Until now...

By Chip Filson | Oct. 13, 2008

Hear Chip Filson talk about how credit unions can make the most of these troubled economic times.

By Denise Senecal | Oct. 6, 2008

Current trends offer insight and ideas for targeted messages to promote credit union bill pay.

By Ryan Sherwin | Oct. 6, 2008

In these days of tense economic times and natural disasters, communicating with your members has never been more vitally important.

By | Aug. 25, 2008

You’ve planned carefully, done the research. You’ve crafted creative copy guaranteed to make an impact. Even scrubbed your email list to ensure its accuracy. Hit the send button and then it happens…

By Denise Senecal | Aug. 4, 2008

Mobile banking adoption by credit unions continues to trend upward, with the majority of credit unions surveyed in Callahan’s 2008 Technology Guide planning to invest in mobile banking technology over the next two years.

By Callahan & Associates | July 1, 2008

By using personalized emails with an interest rate special, Northwest FCU attracted more than $1 billion in new loans.

By Callahan & Associates | July 1, 2008

It's hard to imagine a credit union today that doesn't deploy some level of personalized messaging in their branches and call centers. Yet surprisingly very few credit unions extend this same level of attention to their website and email communications.

By Callahan & Associates | July 1, 2008

Emails that are triggered by in-market activities of the recipients are more effective than scheduled email campaigns.

By Denise Senecal | May 5, 2008

In this age of spam and phishing, many credit unions have taken a conservative attitude towards email. But a recent Internet Strategy Consortium survey found that ninety percent of members would like email from their credit union once a month or more often.

By | April 7, 2008

What? Step up marketing efforts when the economy is tanking? It may be the best time.

By Sara Gaab | March 3, 2008

Members want e-alerts and e-statements. While they might save you money, the online delivery channel is much more than an efficiency service.

Partner Perspective
Marketing Using Known Data

By | Oct. 29, 2007

Not simply a tool to cut costs, eStatements offer multiple features to market and cross-sell many different opportunities directly to members.

By Ryan Sherwin | Sept. 10, 2007

Email is a dying breed….or is it? By targeting in-market consumers you can assure yourself of not damaging your brand image

By | Sept. 3, 2007

In order to combat “banner blindness,” be most effective, and produce positive results, today’s banner ads take a little extra work and creativity.

By | May 7, 2007

Outbound spam filters can make sure your legitimate e-mail communications do not wind up as collateral damage.

By Jon Jeffreys | Feb. 19, 2007

Many credit unions websites assume that the member sales cycle is: interest then sale. This is similar to having a 1st date then marriage. There is a better way to approach online members.

By fiVision | Oct. 2, 2006

The best way to boost sales quickly is to focus on your existing customers – and it might be easier than think!

By | Sept. 25, 2006

Back-office technology can reduce processing costs, improve time to market efficiencies, and meet member expectations.

By Scott Trubisz | March 13, 2006

New technological developments aimed at minimizing fraud could potentially increase costs for e-mail and make it even more critical to follow best practices to ensure e-mail is delivered

By Scott Trubisz | Feb. 27, 2006

Perception is not reality when it comes to communicating with members via e-mail. While phishing fears abound, survey results indicate that members still desire e-mail.

By Molly Francis | Feb. 6, 2006

In an environment of tight budgets, Altura Credit Union's marketing team delivers results and justifies its 2 million dollar annual budget.

By Denise Senecal | Nov. 14, 2005

Members have high expectations for receiving responses to their e-mail, but are credit unions meeting their needs?

By Denise Senecal | Oct. 10, 2005

Recent events provide an even greater incentive for credit unions to focus on electronic delivery methods.

By Joan Gurr | Oct. 3, 2005

To reach e-Members, you need to target them where they live: online, in their e-mail inbox.

By | Sept. 5, 2005

What's the best way to communicate with your members? If your answer is “it depends on the member,” you're probably right. But for growing numbers of credit union members everywhere, communication by email is quickly becoming the method of choice.

By APPRO Systems, Inc. | Aug. 29, 2005

Credit unions have a core mission to provide members with great service. Here are a few ideas for improving your member interactions.

By | Aug. 22, 2005

E-mail has become as common to consumers as a telephone. Despite inherent challenges the public has become obsessed with reading their e-mail.

By | Aug. 1, 2005

The temptation is tough to resist. Some credit union marketers have begun treating their members’ email addresses as a giant candy jar. You know the feeling: Maybe you don’t really like jellybeans, but they’re so easy to grab for a quick snack … and just a few won’t hurt, right?

By | July 4, 2005

For years the tendency has been to try to push members in the technology channel where we want them. As adoption rates start to plateau and we try to think of ways to get more members using online technology, why not lead them?

By APPRO Systems, Inc. | June 27, 2005

As credit unions strive to achieve excellence in member service, call centers become the hub of member communications and the latest focus for generating revenue.

By APPRO Systems, Inc. | April 25, 2005

Nearly every credit union provides an e-mail address for member inquiries, but few handle e-mail communications with the same attentiveness given to voice communications.

By Apropos Technologies | Feb. 28, 2005

Member service represents the front line of your organization, and a member’s experience is often measured by the way inquiries are handled by the contact center.

By | Jan. 3, 2005

It’s now 2005 and credit unions have been collecting member e-mail addresses for years. The imminent postage increase is going to make marketing the old way even more costly. Credit unions have become an invited guest and trusted friend in their members’ inbox, built the online relationship…it’s now time to take the e-marketing leap!

By Scott Patterson | Feb. 16, 2004

Sick of receiving junk email but worried that your spam filter might stop messages you do want to receive? What if you could set up a comprehensive list of organizations in the credit union community that you wanted to receive e-mail from, without manually choosing who those people were? Sound too good to be true? It’s not really. Callahan’s is currently working on developing a profile of the industry’s “legitimate” email addresses—a credit union industry whitelist—so we can all benefit from the best use of our spam filters.

By Denise Senecal | Jan. 5, 2004

Two years ago, when SELCO ($516M OR) decided to increase their efforts to communicate with members using email, they discovered that they only had about 200 email member addresses, gathered mostly through their branches. Now their email list has grown exponentially to more than 10,000 names, primarily due to various contests and promotions that they’ve used to convince more members to sign up.

By Denise Senecal | Dec. 15, 2003

What are members concerned about?
Member comments from the survey give clear direction in terms of what they want from their credit union. Most of all, they want the e-mail to be relevant – either related to their account or to services that they have expressed interest in. Many spoke of wanting the ability to select their preferred topics. And clearly members are not aware of legal restrictions surrounding the use of member e-mail addresses.

By Denise Senecal | Sept. 15, 2003

The key to increasing bill pay penetration may be as straightforward as better informing members about the features and benefits of using this service. In a recent online survey through Callahan's Survey Consortium, more than half of the 15,506 non-users surveyed said they are unfamiliar with the features and benefits of the bill pay service even though nearly all are online banking users. Only 16 percent of non-users report being very familiar or somewhat familiar with bill pay.