Credit Union Services
Get a partner born out of credit unions, who bleeds credit union blood and is an expert trail guide to lead you into the industry’s future.
Credit unions face a challenging environment. Increasing industry consolidation, growing regulatory pressures and threats from savvy competitors are all main concerns.
“In the last year since we worked with On The Mark Strategies, every month has been a record month over the previous year – particularly when it comes to checking accounts and loans. We would not be as successful as we are now without Mark and his team.”
– Eric Pointer, CEO, CU of Texas
Decades of Credit Union Experience.
Prepare for the future with credit union strategic planning sessions
Identify marketing gaps and resolve them with credit union marketing assessments
Relieve bandwidth pain with a consistent credit union marketing agency
Develop great teams with credit union leadership training and credit union member experience training
The results are credit unions that avoid financial failure or acquisition and create respected brands in their communities.
Create an Actionable Growth Plan
A strategic plan that sits on a shelf is just a stack of paper. Our team shows you how to break your vision into measurable action steps so the real work gets done.
Want to see how your credit union stacks up? Work through our guide:
The Credit Union Marketing Checklist for Growth-Focused Leaders.
Testimonials
In the last year since we worked with On The Mark Strategies, every month has been a record month over the previous year – particularly when it comes to checking accounts and loans. We would not be as successful as we are now without Mark and his team.”
Eric Pointer, CEO
Credit Union of Texas
“On the Mark Strategies is a partner that will help you grow. Our overall brand strategy is more effective, we’ve adapted and adjusted our approach to engaging members, and our entire team is equipped with skills needed to deal with the new normal. On The Mark Strategies has provided tons of extra value.”
Dave Krause, CEO
“I want to thank you for facilitating an excellent session last week. Your insights and guidance through the process helped keep us focused, and we appreciate the effort you put into making the session productive and engaging.”
Jay Gostonczik
CEO, SouthPoint Financial CU
The credit union member growth rate recently slowed to only 1.88%. You’re at a crossroads. What will you do to address stagnation?
FAQs: Credit Union Marketing & Training Services
What does a credit union marketing agency do?
A credit union marketing agency handles branding, campaign strategy and consumer outreach, letting a credit union grow without building a full internal marketing team. That typically covers everything from strategic planning to day to day execution across channels like social, email and paid campaigns.
What should be included in a credit union strategic plan?
A solid credit union strategic plan accounts for governance structure, community mission and long-term growth goals, not just a marketing calendar. This is where credit union planning diverges from strategic planning at other financial organizations or fintech companies, which don’t have member ownership or board governance shaping the same way. The best plans translate into measurable action steps instead of sitting in a binder.
How long does a credit union website redesign take?
Timelines vary by scope, but most credit union website projects move through discovery, design and development in structured phases rather than an open-ended build. A typical project runs a few months from initial research to launch, depending on the size of the site and how much content needs to be rebuilt.
What makes a credit union rebrand successful?
A successful credit union rebrand starts with a clear vision, not just a new logo or color palette. It’s grounded in research on member expectations and competitive positioning, so the final brand identity actually holds up in market instead of just looking different for the sake of change.
How is a credit union marketing partnership different from working with a generalist agency?
A credit union marketing partnership means working with a team that already understands member ownership, board governance and the regulatory environment credit unions operate in, not a generalist shop learning the industry on the client’s account. That context shapes everything from campaign messaging to how a strategic plan gets built.
Does credit union leadership training work for smaller credit unions with limited budgets?
Yes. Credit union leadership training and member experience training can scale down for smaller institutions, not just large credit unions with big internal training budgets. Programs can be built around the resources a credit union actually has rather than assuming a large in-house training function.
