With a client base that has consistently experienced up to a 30% increase in lending business through the implementation of its marketing automation platform, Intuvo offers insight that will help the rest catch up.

Intuvo is now sharing marketing insights gleaned over the years in a new white paper entitled: Getting Started with Credit Union Marketing Automation.

One important point Intuvo drives home in the new paper is the cruciality of activity-based marketing for financial institutions, as well as for other companies hoping to increase engagement and pull-through from their membership. Many consumers today expect digital communications, and when working with a large number of members, automation is the best way to accomplish that.  

Jeff Shood, Intuvo CEO, elaborates on this point: “Modern credit unions are interfacing with their members digitally more than in person. It’s critical that today’s credit union marketing departments improve their ability to engage members and meet their needs using the digital platforms members are accustomed to. To accomplish this requires marketing automation to be tightly integrated into the credit union’s systems, and marketing managers need to understand this landscape in order to choose the right technology.”

Many consumers today expect digital communications, and when working with a large number of members, automation is the best way to accomplish that. 

In this new white paper, the company does an excellent job of outlining the functionality necessary for effective activity-based marketing, as well as the best practices required for any marketing automation platform.

As Intuvo and their clients have learned, the advantages of a well-executed system are clear: loan growth, deeper member engagement, and improved profitability. Read more about the new paper here or download it from the company’s website.