Marketing

Primary Financial Institution (PFI)

By Erik Payne | Aug. 30, 2021

The Rhode Island cooperative splits its focus between members who live within five miles of its lone branch and those with a loan-only relationship.

By Callahan & Associates, Inc. | Nov. 8, 2017

Callahan & Associates and Tom Wilson, senior vice president of enterprise data and analysis at OneAZ, discuss the credit union's development of it's data lake, the strategy behind it, and the return OneAZ has already realized.

By Marc Rapport | Sept. 25, 2017

OneAZ Credit Union’s “data lake” provides a single, comprehensive view of member relationships.

 

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By Erik Payne | May 22, 2017

Community Choice has given back more than $6 million in credits and rebates in four years and is the primary financial institution for nearly 70% of members.

By Callahan & Associates | April 10, 2017

Twenty-eight graphs, charts, and maps that evaluate credit union performance in the fourth quarter of 2016.

By Lydia Cole | Jan. 9, 2017

Metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.

By Callahan & Associates | Dec. 1, 2016

Twenty-eight graphs, charts, and maps that evaluate credit union performance in the third quarter of 2016.

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 | Oct. 31, 2016

Twenty-eight graphs, charts, and maps that evaluate credit union performance in the second quarter of 2016.

By Stephanie Clark | Aug. 29, 2016

Penetration metrics are up across all major product types, with share draft penetration topping 50%.