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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.

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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 & Payouts

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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.

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888.901.3091  |  hello@stratixmarketing.com

WE’RE HERE TO HELP.