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All In Credit Union came to Vericast seeking to grow deposits Our Checking Engine solution was able to help them connect with current members and prospects.

In today’s competitive financial landscape, marketing strategies live and breathe by data. The real challenge isn’t the lack of data but effectively harnessing and consolidating it for impactful results. Banks and credit unions can amplify their success by layering their data with insights from external providers and partners.

Kirtland Credit Union wanted to showcase their loan products to eligible members in an effort to increase their loan portfolio. They have been seeing over 5 years of success.

When it comes to marketing, different generations require distinct approaches. Differentiating by prospect age and stage has always been important, but now — in a highly competitive loan acquisition environment — it is essential to tailor your reach, message, and offer to a specific generational audience.

A bank with a multi-state branch network was looking to increase loan volume, so it utilized Vericast’s Shopper Alert trigger-based preapproval program.

When evaluating the above questions, it’s important to ask if your offers are both timely and targeting the right individuals. Ultimately financial institutions need to leverage technology to meet consumer expectations as well as their own profitability goals. Those who rely on traditional methods may be left behind by the competition.

In this video, Vericast’s financial marketing experts share top ways to develop and retain your loan portfolio in 2025 and beyond. Watch the webinar recording to learn the best ways to optimize your budget and balance sheet.

Discover how Affinity Federal Credit Union leveraged a targeted multichannel strategy to open 2,860 direct accounts, totaling $47.3 million in new balances.

In a perfect world, your customers would never consider applying for a loan from a competing institution and you’d have the resources to get in front of every prospect. But times have changed and you need to stay ahead.