we know

The Road to Growing Credit Unions

Marketing Meets Strategy

Every credit union has its own specific goals… and our goal is to help you achieve yours. We’ll do that by first taking the time to learn about your business, your objectives and your budget, and then we will develop a strategic, cost-effective plan to help your credit union grow.

We will act as an extension of your marketing department by initiating and executing agreed upon marketing activities. Our team will coordinate projects – keeping them focused, on time and within budget. We’re ready to become a pro-active part of your marketing team.

Let’s Get Started

Mapping the Route

We will help you plan your path to growth in THREE EASY STEPS:


Before Marketing Tech begins to develop a plan for your review, we schedule a Marketing Discovery Session with you/your team. In that session, we walk you through an extensive survey in which we review your current book of business and identify where there is a need for growth.



After the initial discovery meeting, we will prepare a Tactical Marketing Plan for the timeframe covered within the scope of our proposal.  Using the information you provided during the Discovery Session, we will develop a plan that includes timing, objectives, campaign elements and costs for each recommended project.

Flexibility is part of the plan.  You can choose to move forward with any combination of our recommendations or decide to handle some activities internally while we manage some of the more labor-intensive, time consuming tactics to free up staff. Individual campaigns or projects will not begin until you give us the go ahead in writing.


We are pioneers in marketing automation that seamlessly integrates on and offline marketing efforts – making us a single source solutions provider. By creating campaigns that engage target audiences with meaningful information, our customers get better results and save time, money and manpower.

When you say “Go!”  our team will start preparing timelines and scheduling kick-off meetings for your first projects.

Marketing Tech assisted a credit union with a
One Day Loan Sale. We helped them increase loan
applications by more than 100%, and actual dollars
disbursed by 136% over the previous year.

Page Reader Press Enter to Read Page Content Out Loud Press Enter to Pause or Restart Reading Page Content Out Loud Press Enter to Stop Reading Page Content Out Loud Screen Reader Support