“A lot of marketing partners don’t understand our unique situation as a SEG-based credit union. Your team understands that. You do a good job of understanding us.” – Erica Villarejos, VP of Marketing
On The Mark Strategies performs multiple marketing assessments every year for various organizations. With an affordable investment and shorter timeline than other projects, the marketing assessment is a good place to start if you want to test out a partnership with us.
Performing a marketing assessment has several benefits:
- You don’t do heavy lifting
- Low-stress results are designed to help you, not attack you
- Receive steps to improve your marketing immediately
- Get access to a partner available for follow-up questions
- Understand more about your materials, social, website, strategy and AI readiness
See how RiverLand FCU used a credit union marketing assessment to expose blind spots and drive much-needed marketing changes.
Situation
RiverLand FCU is a growing credit union devoted to serving members of various employee groups and their families. Credit union leaders sought greater deposit and membership growth, but they believed their marketing was too old school to accomplish these goals. They needed an outside perspective. On The Mark Strategies’ thought leadership in the financial space caught the credit union’s eye, and they enlisted the consultancy to help.
Actions
On The Mark Strategies analyzed marketing materials sent by RiverLand FCU, along with the credit union’s website, social media and strategic marketing materials. Additionally, RiverLand FCU received call center mystery shops to gauge any potential brand gaps between marketing and delivery. The process was:
- Designed to help staff, not undermine them
- Easy for the credit union to go through
- Useful for garnering wider support for marketing changes
Erica Villarejos, VP of Marketing, described the experience as “enlightening, helpful and affirming.” She continued: “The marketing assessment gave me more confidence. It told me I was doing a lot right. But it also told me how to take things to the next level.”
Results
After the credit union marketing assessment, RiverLand FCU began revising its marketing budget allocation, invested in an email automation system and improved copywriting. On The Mark Strategies’ outside voice reminded credit union leaders of tried-and-true marketing principles. It also pushed credit union staff to commit to new marketing solutions.
“Having a partner come in and tell us to make these improvements really helped. It was nice to see from someone else what we can’t see for ourselves sometimes,” Villarejos said.
Do you want similar value? Book a free consultation today!
