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Why Your Credit Union Should Automate Marketing

Posted by Markarnold on September 13th, 2020

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
  • Save time by automating social media and new leads
  • Increase ROI by quickly analyzing data and making new connections

Stay Connected

The advantage of credit unions over banks is their connection to their members and their communities. With an automated email strategy, you can stay in close contact with your members with personalized, timely emails.

It also helps with acquiring new members because you can nurture and segment leads quickly. By segmenting leads you can make sure you’re funneling the right information to the right customers. Emails can be sent out automatically to a specific set of customers with information customized just for them. 

Save Time

Automating your marketing can take a bit of time on the front end, but it will save you time on the backend. Set the marketing automation to keep your social media content organized.  Posts can be written and scheduled ahead of time to arrive in a customer’s inbox right when they’re ready to read it.

Emails can be sent to a customer as soon as they engage with the site; products can be introduced automatically, and follow up emails automatically sent. These shortcuts save money by automating what your employees were doing manually, and it frees them up to work on projects that bring in money.

Better ROI 

Saving time and connecting with your customers automatically will help you reduce costs and increase your ROI.  You won’t need to spend so much time analyzing data because your marketing software will do it for you.  Automation will also help with maintaining a consistent branding that resonates with your customers.

Whether you’re looking to save time, save money, stay connected, or increase your ROI, an automated marketing plan will help you achieve your goals faster and easier.

About Author

On The Mark Strategies is a team of trailblazers guiding financial institutions in the areas of speaking, branding, strategic planning and marketing services. Technically, they are a consulting firm, but their clients prefer to think of them as trail guides. Their experience as former credit union employees, combined with the customized programs they create in-house, enable them to lead financial institutions through the great unknown. On The Mark Strategies stands ready to guide financial institutions looking to chart a new course or navigating their current path.

Also See: Social Media, Credit Union, Analyzing Data, Stay Connected, Marketing, Customers, Save

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