Using digital and social to build new customers from within.

When Credit Union ONE wanted to grow their Cash Back Checking Account business, they wisely targeted existing members who didn’t have a checking account. We helped them develop a fun summer cash back promotion and used a two-pronged approach to reach as many members as possible.

Targeted emails allowed us to connect with specific member prospects, while paid social ads on Facebook helped us cast a wider net. Both were offered a fun, aspirational message that easily communicated the special offer while cashing in on Credit Union ONE’s distinctive brand.

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TikTok Compliance, Consumers, and What Comes Next for Financial Institutions 

TikTok Compliance, Consumers, and What Comes Next for Financial Institutions 

Prefer to Listen?  Click the sound bar below to hear timely TikTok information and insights from our logicians.   If you work in financial services marketing and are not using TikTok as a social platform, it’s time to reconsider. The financial community on TikTok (known as #FinTok) has become one of the most influential financial education channels.   However, with that immense influence, comes a rapidly evolving compliance landscape. For financial institutions, the question is […]

Checking in: The American Express Platinum Card

Checking in: The American Express Platinum Card

Prefer to Listen? Hear the latest from our financial services team as they discuss AMEX’s platinum card strategies: In a 2025 conversation between Fortune and the American Express Chairman and CEO Steve Squeri, it is clear that Amex is laser-focused on capturing Millennials and Gen Z spending. At that time, the Platinum Card underwent a […]