SCOTTS VALLEY, Calif.–Intuvo, a provider of marketing automation software to credit unions, has publisheda new white paper outlining the requirements for an effective marketing automation platform for the modern credit union.
In its paper, the company explains the importance of activity-based marketing for financial institutions, and compares and contrasts systems designed for credit unions with those designed for other industries. It also outlines the basic functionality and best practices required for successful marketing automation platforms, the company said.
The paper sheds light on the advantages and benefits of implementing a strong, effective marketing automation strategy, from loan growth to deepening member relationships, and improving overall profitability, Intuvo added.
“Modern credit unions are interfacing with their members digitally more than in person,” said Jeff Shood, Intuvo CEO. “It’s critical that today’s credit union marketing departments improve their ability to engage members and meet their needs using the digital platforms members are accustomed to. To accomplish this requires marketing automation to be tightly integrated into the credit union’s systems, and marketing managers need to understand this landscape in order to choose the right technology. The white paper details the necessary steps and overall guidance to achieve this.”
Credit Unions of Any Size
Intuvo said its marketing and sales engine is designed specifically for the success of credit unions of any size.
“By syncing to the institution’s current core and loan origination systems (LOS) and combining marketing automation, data analytics, pre-populated content, and client relationship management (CRM) into one platform, Intuvo provides the modern credit union marketing department with the tools required to increase loan volume and member satisfaction,” the company said.
Intuvo reported its clients have consistently experienced up to a 30% increase in their lending business by automating the analysis of real-time member data and triggering personalized communication via email, direct mail and sales force automation.
The free white paper can be downloaded at Getting Started with Credit Union Marketing Automation.