Many financial institutions don’t know the proper way to use data analytics to improve customer experience but learning the steps can prove to be invaluable in terms of attracting and retaining customers!


As a credit union, you need to work harder than large national banks at gaining and keeping customers! Most people choose to bank with credit unions over traditional banks due to the more personalized experience, so doesn’t it make sense to personalize your marketing tactics, as well? …


Credit unions are in a unique and often disadvantageous position where they need to work hard to compete with national or regional banks. As such, it’s more important now than ever for credit unions to use the ever-expanding realm of technology to their advantage.

The most effective advertising campaigns today…


It’s no surprise that larger banks have a bigger budget. Yes, that can sometimes be difficult to compete against; however, something major that a credit union can do to compete is to have consumer trust. They also offer better customer service. Of course, customer service is imperative. However, some may…


The COVID-19 pandemic has affected the vast majority of the U.S. population, and unfortunately, the effects have been overwhelmingly negative. As the needs of credit union members change, credit unions themselves must turn toward people-focused innovation to keep their members happy.

As soon as the pandemic hit, many people’s entire…


Getting your credit union up and running is more than just establishing policies and procedures. Banks are tough competition. With the eye on the prize (a loyal member base and good reputation), marketing may seem like a daunting challenge. These 3 strategies can help:

  1. Streamline your website

In the age…


Credit union memberships are growing, and that can make staying in contact with customers more difficult. Keeping track of leads, social media campaigns, and analyzing data are much harder and more time consuming when done manually.

Automated marketing will help you:

  • Stay connected to your members by sending personalized content

Investing in a comprehensive marketing audit can positively impact your business and increase the effectiveness of your marketing platforms. This investment will provide your business with expert feedback on how to improve your marketing strategies by better matching your marketing goals with your business brand and finances. …


Strategic Planning is designed to develop a tactical plan. A strategic plan notes the direction in which a business is heading and the state it is currently in. Creating a strategic plan can define the business’s values, vision, and mission. The role of this plan is to determine long term…


Digital marketing has become one of the fastest ways to grow a business. Whether you’re just starting or looking for new ideas, we’ve compiled the top 8 new marketing trends for credit unions to focus on in 2020.

1. Interactive Content

  • Interactivity is a new concept and stands out.
  • Visitors…

On the Mark Strategies

We are consultants for the financial services industry in the areas of speaking, branding, marketing, strategic planning and creative services.

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