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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The resurgence of direct mail in financial services marketing has brought renewed challenges — and an evolution of tried-and-true tactics. As marketers seek to stand out in a crowded mailbox, incorporating tangible elements that engage the senses has become a key strategy. Here is a quick look at some emerging trends in direct mail that include many tried-and-true tactile engagement techniques.
Think of agentic commerce as having a super-smart personal shopper that never sleeps. These AI agents can learn a user's needs, preferences, budget, past purchase history, and then go out and do all the heavy lifting. This ranges from searching across various online marketplaces, evaluating products, reading reviews, comparing specifications, and even negotiating with sellers to secure the best possible price.
Financial service marketers - brace yourself - there has been a shift in how consumers discover, evaluate, and act on financial advice. FinTok, TikTok's thriving financial education community, has emerged as a primary source of financial guidance, with Sprout social reporting 71% of Gen Z and 68% of Millennials reporting that social media positively impacts their financial decisions. This isn't just another social media trend; it's a democratization of financial advice that's reshaping how entire generations approach money management, creating both unprecedented opportunities and challenges for banks, credit unions, and financial technology companies.
