Picture someone new in town; unfamiliar streets, new routines, and a long list of things to figure out. At the top of that list? Finding a financial partner they can trust. For credit unions, that’s an opportunity to reach out and deliver outreach that is intentional.
That’s exactly what one forward-thinking credit union accomplished with the help of Welcome Wagon. Through a data-driven marketing strategy, they not only increased their membership but also achieved a 3% Return on Investment (ROI) month over month.
Here’s how it happened.
The Challenge: Attracting New Members
Like many credit unions, this institution faced a common obstacle. They had to grow their member base in a crowded market. Despite offering competitive products and strong customer service, they struggled to get the word out to the right people.
What they needed was a way to connect with potential members at the perfect time. Welcome wagon helps banks and credit unions looking to connect with new movers.
The Strategy: Smart, Timed Outreach to New Movers
To meet this challenge, the credit union partnered with Welcome Wagon to deploy a two-part print campaign:
- New Mover Gift Book
- Follow-Up Booklet
- Strategic Distribution List
The Results: Steady Growth, Measurable ROI
The credit union grew its membership consistently each month by aligning the message with the right audience and channel. The campaign delivered:
- 3% ROI
- Increases membership on a monthly basis.
Why It Worked
This campaign worked because it tapped into new movers. By focusing its efforts, the credit union gained trust and conversions without pouring resources into an unfocused outreach.
Ready to Grow Your Credit Union Membership?
Welcome Wagon can help you reach high-value audiences with proven print strategies designed to drive real results.
Contact us today at
800-779-3526
hello@welcomewagon.com
Check out our case studies: Case Studies – Welcome Wagon
Credit Union Marketing Solutions
For further ideas and marketing solutions for your business, contact Welcome Wagon!
Founded in 1928 to welcome new movers to their community, Welcome Wagon is committed to connecting HVAC companies with new homeowners through online and offline channels.
