Webinar: Our Favorite Credit Union Marketing Automation Examples

Powerful marketing automation workflows for CUs

Most credit unions are using some form of marketing automation, but the level of sophistication varies widely, and many are using it only for onboarding members. That leaves a lot of opportunities on the table.

Watch our webinar to see real-life examples of marketing automation workflows that are being used for credit unions to convert more prospects to members, generate more loan applications, and grow share of wallet; all while saving one of your most valuable assets—time.

Examples include:

  • Nurturing prospective members
  • Onboarding
  • Nurturing members who showed interest in a product
  • Creating custom advertising audiences
  • Lead scoring for mortgage sales engagement

Watch the recording