Reports

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.

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.

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.

As financial institutions approach their upcoming budgeting cycles, there is a lot to consider and a lot at stake. In today’s competitive financial services market, every dollar counts in the fight for consumers’ attention.