As a marketing professional working within the credit bureau, knowing what your members are likely to need next is a key to increasing overall member engagement and sales. Our research indicates that as interest rates continue to rise, one of these member needs will be home equity loans or lines of credit – although this…
“With the significant improvement we saw in net promoter scores for mortgage processing, we wanted to leverage the Intuvo system beyond mortgage lending and implement a new member onboarding trigger program to deepen member relationships,” notes Jerry Schmitt, senior vice president marketing at Bethpage.
Duplicates can be scary – just consider the twins from the cult classic movie “The Shining” – the twin girls tease and torment the members of the hotel just as duplicates in your CRM database can lead to some scary situations, such as sending the same person the same email multiple times. It is important to have a vendor handling the data that can accurately merge, and update, complicated and sensitive client records in the most intelligent way possible.
Most consumers today will only engage if the content they receive by email, push or SMS, etc. is tailored to them. Clearly, it is time we buried “spray and pray” marketing and embraced “activity-based marketing” which entails sending relevant, timely, marketing communications to a specific individual based on their personal utilization of products and services. How is this achieved? By the synchronizing core systems, consumer and mortgage loan origination systems, and third-party data.
Inc. Magazine ranked Intuvo in the top twenty-four percent of companies on its 36th annual Inc. 5000 List. The list is the most prestigious ranking of the nation’s fastest-growing private companies, and represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small and midsized businesses.
Credit unions need to be able to reach consumers as they are in the market for an auto loan, but not overload them with messaging. Intuvo, a marketing-automation platform built for credit unions, is designed just for that, and Jeff Shood, the company’s founder, told CU Journal it aims to understand members and send them the right offer at the right time.“The goal is to only reach out to members when the credit union actually has something to help them,” he explained. “We want to reduce the number of messages, because people are so inundated with marketing messages today.”
Ninety percent of home buyers searched online at some point during their home buying process according to NAR (National Association of Realtors). Smartphone use continues to grow exponentially. Processes that were never expected to be available on a mobile device, such as tax returns, college applications, and medical data, are now in the repertoire of a very comfortable mobile user. These processes require a significant amount of documentation and multiple steps to successfully complete them.