How Educators Credit Union Achieved a 68% Completion rate from Loan Applicants

Joseariel Gomez

Posted on July 3, 2018

A loan applicant prospect starts to fill out a loan application online. This applicant comes to a section that confuses them and stops completing the application. They decide to come back to the loan application tomorrow when they can get help. However, the applicant forgets about it and the financial institution never follows up with this prospect. Does this sound familiar?

Posted in Banking RPA-as-a-ServiceTagged Banking Technology, credit union SMS, text messaging for credit unions, texting for banks, texting loan application

Why Email and Social Media Campaigns Fall Short

Joseariel Gomez

Posted on June 26, 2018

A common goal for marketing professionals at credit unions is getting the right content to the right audience at the right time. So, you put extra effort into your strategy. You categorize and target your member audience to specific financial products or promotions. You make your email and social media posts engaging. You offer fun and interactive sweepstakes.

However, despite this effort, you notice your members are not responding at the same rate as they have in the past.

Posted in Banking RPA-as-a-ServiceTagged Credit union engagement, credit union SMS, Credit Unions, Text Message Marketing, text messaging for credit unions