CUNA Strategic Solutions

Millennial-Focused Household Acquisition Campaign Results in 340% ROMI

A 19-branch Southeastern credit union serving more than 120,000 members with assets of $1.4 billion sought to obtain new checking households and improve the value of accounts through the use of customized, targeted direct mail.

The credit union chose Acquisition Accelerator® by Harland Clarke for its proven track record of acquiring valuable households, maintaining long-term success, and delivering an exceptional return on marketing investment (ROMI).

Read the case study about how a yearlong, seven-wave campaign resulted in five waves with ROMIs of 300 percent or greater, with the highest reaching 400 percent.

$1 billion in mortgage loan resets

PenFed Credit Union partnered with CU RateReset to achieve $1 billion in mortgage loan rate resets over a one-and-a-half year period, helping their members receive the best rates available when refinancing.

Learn how CU RateReset can help your members