How can you do more in less time? How can you communicate with your members and customers on different topics simultaneously? How can you nurture current members and customers, but acquire new account holders at the same time? There is one simple answer to all of these questions, marketing automation. Credit unions and banks need…
You may be familiar with SEO, or Search Engine Optimization. It is a digital marketing strategy meant to increase your visibility on places like Google or Bing. Websites are vying for the top spots which display when a user does a search for a particular keyword. They implement SEO strategies to prove their website has…
Personalization can be used throughout your digital marketing to more accurately focus your efforts. When used correctly, it can be an effective way to create moments (or even entire campaigns!) that are more relevant to each specific user. It can be used for simple things, like using your recipient’s first name in an email to…
If you are just starting out with online advertising on sites like Google, Bing or Facebook, there are a couple of things you’ll want to keep in mind when creating your ads. These 4 pieces of an ad campaign can work together to deliver results for your bank or credit union. Ad Copy The ad…
Your website serves many purposes. It allows current members to stay connected and informed on new products, services and happenings. Your credit union’s website is also a gateway via online banking to your members accounts. It also helps potential members find you anytime, day or night. Your website needs to be a lot of things…
When the first Covid-19 restrictions hit, many things had to change quickly. Businesses sent workers home, restaurants closed down, and financial institutions shut their lobby doors. Classified as “essential”, banks and credit unions had to find a way to stay open. They need to be accessible to account holders and keep them informed, all while…
While it is useful to look at the entire membership, sometimes you just want to focus on new members or former members and trends involving just those specific sets of accounts. DataFlex has multiple reports already built just to do that. Today I’d like to talk about those reports and dashboards. New Member Reports DataFlex…
