We don’t just know credit union marketing, we are credit union marketers. Our senior staff have successfully run their own CU marketing departments and grown their respective credit unions. We have been on the CUNA Marketing & Business Development Executive Committee; we’ve helped grow shared branching within our state and we have won credit union awards and honors.

Since 2002 our combined expertise has been solely focused on the banking industry, delivering tailored marketing strategy that creates focus, momentum and results for credit unions and community banks around the country.

We have helped small institutions ($18M in assets) and large institutions ($12B in assets) with one unique connecting point:

We built a winning marketing strategy and deliver based on their unique needs, strengths, and market opportunities.

From product design to segmentation and internal communications…our marketing emphasis is placed on generating FOCUS for our efforts…Momentum with the member…and RESULTS for the credit union!

We are sought-after industry leaders, speaking nationally and internationally on various financial marketing topics. We have also:

• Been on the faculty of the ABA School of Bank Marketing and Management
• Been on the faculty at the ABA Stonier Graduate School of Banking
• Authored "Marketing Financial Services: Building a Better Bank", which now serves as the de facto training and education textbook for financial marketers
• Co-authored "Shift Happens: The New Age of Bank Marketing"
• Spoke at international branding and bank marketing conferences in Dubai, Egypt, Jordan, Estonia and Lithuania

As we have grown, we’ve acquired only employees with banking experience – with most of our staff earning the prestigious ABA Certified Financial Marketing Professional (CFMP) designation. We have evolved into a financial marketing powerhouse, staffed with best-in-class bank and credit union marketers from institutions of varying sizes and regions.

What does this mean to you? When we make decisions as a consultant, we make them from the perspective of your side of the desk.

ROI Guarantee
As a proof positive of our understanding of the industry, we’ve implemented an exclusive 100% ROI Guarantee for our work. This is our hallmark and the truest test of our competitive difference from any other firm that seeks your business. We put our ROI Guarantee in writing!