
COMPETE & WIN VS LARGER INSTITUTIONS
Struggling to compete with larger institutions? The challenge often comes down to resources. Larger institutions have deeper pockets, more people, greater technology and larger service areas.
The trick is to make your current marketing resources go further…much further. We created a series of marketing programs that allow you to maximize your budget, automate large portions of your marketing tasks and simplify how you view your membership.
BOOST MEMBER LOYALTY
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.
MEMBER LOYALTY SYSTEM
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…most of the marketing tools incorporated are completely automated – freeing up valuable time and resources.

AUTOMATED, TURN-KEY MARKETING SYSTEMS
Each program is customizable. Pick & choose which components work best for your credit union.

LEADS.
Find and convert new members.→
- Email Series
- Landing Pages
- Event Materials
- Publication Ads
- Mailings

ON-BOARD.
Jumpstart Member Relationships.→
- Welcome Guide
- Coupon Book
- Email Series
- Support Articles
- Mailings

PROMOTE.
Deepen Member Relationships.→
- Campaign Themessm
- Continuous Marketingsm
- Financial Education

RECAPTURE.
Reinvigorate Inactive Members.→
- Dormant Accounts
- Low Usage Credit Cards
- Maturing Auto Loans

LET’S CHAT.
Interested in how these marketing systems can simplify and streamline your credit union’s marketing?
Connect with us and we’ll create a sample program just for you.

888.901.3091 | hello@stratixmarketing.com