
A DIFFERENT APPROACH
TO CREDIT UNION MARKETING
Marketing is often viewed as a means to grow your credit union; new accounts, more loans. However, it can play an even larger role in helping build and maintain a strong financial institution.
Understanding WHAT to promote & WHY is vital to maintaining healthy portfolios, mitigating risk and more. Our unique approach to strategy is based on your financials and using marketing to strengthen your credit union.
WHAT & WHY
Each credit union is different. And your financials unlock crucial information on how to strengthen your institution. While it may not seem obvious at first, marketing is able to play an important role in affecting key areas of your credit union.

LIQUIDITY
Managing Growth & L2S Ratios

INTEREST RATE RISK
Diversifying Portfolios & Long-Term Risk

LOAN PORTFOLIO
Maintaining Healthy Loan Types & Yields

SHARE PORTFOLIO
Diversifying Deposits & COF

LOSS PREVENTION
Loan Targeting & Recovery

OPERATING EXPENSES
Offsetting Current Expenditures

PRICING STRATEGIES
Understanding COF & Loan Rate Relationships

COST OF FUNDS
Balancing Yields & Payouts

GROWTH OPPORTUNITIES
Discover New & Underperforming Areas
CURIOUS?
What will your credit union’s financials reveal?
Connect with us and we’ll perform a FREE Quick Scan of your credit union to discover new opportunities.

888.901.3091 | hello@stratixmarketing.com