[ STRATEGIC MARKETING ]

Marketing Strategies Created to Boost Financial Performance.

[ CREDIT UNION MARKETING REIMAGINED ]

From recessions to the pandemic, credit unions learned that their institutions must be strong enough to weather storms, yet agile enough to adapt to varying circumstances.

Aligning your marketing with your credit union’s financial needs allows you to know WHAT to promote and WHY. Through decades of first-hand experience in the credit union industry, our approach is much more focused than simply “more members, more loans.”

[ FINANCIAL ANALYSIS ]

Each credit union is different. Your financials unlock crucial information on how to strengthen your institution. While it may not seem obvious at first, marketing is able to play a significant role in affecting key areas of your credit union.

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LIQUIDITY

Managing Growth & L2S Ratios

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INTEREST RATE RISK

Diversifying Portfolios & Long-Term Risk

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LOAN PORTFOLIO

Maintaining Healthy Loan Types & Yields

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SHARE PORTFOLIO

Diversifying Deposits & COF

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LOSS PREVENTION

Loan Targeting & Recovery

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OPERATING EXPENSES

Offsetting Current Expenditures

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PRICING STRATEGIES

Understanding COF & Loan Rate Relationships

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COST OF FUNDS

Balancing Yields & Dividends

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GROWTH OPPORTUNITIES

Discover New & Underperforming Areas

Curious how you can strengthen your credit union’s financial position through marketing?

[ LET’S CHAT. ]

[ MEMBER LOYALTY SYSTEM ]

At STRATIX, we created the Member Loyalty System [MLS] – a unique approach of breaking down members based on phase and loyalty level. This system allows you to target members based on a series of variables that dramatically affect what to promote and how.

HOW IT WORKS

Each phase of the MLS provides different opportunities. Depending on which phase members are in, you’ll know:

  • Products & Services to Promote
  • Levels of Incentives to Offer
  • Frequency of Communication
  • Types of Messages to Send

Best of all…many of the marketing initiatives can be completely automated – freeing up valuable time and resources.

[ READY TO START? ]

[ MARKETING PLANS ]

Long-term growth requires more than short-term marketing.

By analyzing your financials and identifying opportunities for growth, we’ll work together to build a marketing foundation that you can build upon for years to come.

[ LET’S CHAT. ]

“The relationship I have built with STRATIX Marketing over the years has been phenomenal! They are truly a knowledgeable and caring team that makes strategic marketing planning not only exciting but insightful. STRATIX was able to adjust our messaging and design that led our members to take action quickly and increase their engagement along their onboarding journey. As a one-person marketing department, STRATIX acted as an extension of the department, allowing me to have the support I needed. I highly encourage any credit union considering to work with STRATIX Marketing to give it a try, because it truly will be the best decision!”

Mia L., Former VP of Marketing & Sales, MAGNOLIA FEDERAL CREDIT UNION