Increasing Cross-Sell and Member Satisfaction

Member engagement can be difficult, but it’s crucial for credit unions. The goal is for members to feel that they are a valued part of the credit union. We want them to feel invested and to stay connected. When members value their relationship with the credit union they are much more likely to purchase additional…

Understanding Trigger Marketing

War is 90 percent information, Napoleon reportedly said. In the high-stakes, highly competitive financial services industry, banks and credit unions must have good data and know how to use it. Credit Unions are automating their marketing so that products and services intersect as efficiently as possible with member need and opportunity. Trigger marketing takes marketing…

5 Critical Considerations for Effectively Integrating Data Sources into Your Marketing Technology

Most marketing managers don’t spend a lot of time on technology integrations, which is fine, but when it comes to running a highly effective member marketing organization, bringing data into the marketing platform from other core systems is very important. Effective marketing is measured by engagement and conversion, two things that can only happen when…

The Smarter Way to Eliminate Duplicate Data in Your CRM Database

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.

Connecting, Informing, and Engaging with Activity-Based Marketing

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.

Modernizing Auto Lending for Credit Unions

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.”

Mobile Mortgages and the Dawn of Hybrid Digital

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.

Credit Union of America Increases Pull-Throughs of TBD Applications by 52% in 3 Months

In today’s competitive marketplace, incorporating marketing automation offers personalized messaging targeted to more members, with the opportunity to increase the rate of acceptance. When it comes to increasing pull-through of TBD or pre-approved prospects, timely marketing alleviates the need for a loan officer to call a member or respond to 75-80 calls a day inquiring about a single loan status.

Meriwest Credit Union Implements Intuvo’s Mortgage Marketing Platform

Scotts Valley, California, April 27, 2016 —  In December of 2015, Meriwest Credit Union selected Intuvo’s best-in-class mortgage automated marketing platform to help drive loan volume and member satisfaction.  The credit union experienced a record implementation time, rolling-out its new mortgage marketing program with Intuvo in a record 29 business days, a testament to Intuvo’s quick and…

Royal Credit Union, La Capitol FCU Turn to Intuvo’s Best-in-Class Mortgage Marketing Platform to Help Drive Loan Growth

With the new agreement, the credit unions will be implementing Intuvo’s mortgage automated marketing platform to increase loan volume and member satisfaction.  The company’s mortgage platform provides credit unions with dynamic, marketing automation and communication tools to stay engaged with members throughout the home shopping, buying, and loan closing process.

Credit Unions Use Intuvo’s Best-in-Class Mortgage Marketing Platform to Increase Mortgage Lending Growth by up to 30%, Reduce Workload and Improve Efficiencies

Intuvo, a leading provider of marketing automation software to the credit union industry, and a division of CU Direct, has entered into new partnership agreements with nine credit unions. As a result of the agreement, the credit unions will be implementing Intuvo’s mortgage automated marketing platform to increase loan volume and member satisfaction. Scotts Valley,…

4 Credit Unions Sign to Automate and Boost Cross-Sell

Intuvo, a leading provider of marketing automation software to the credit union industry, and a division of CU Direct, has entered into new partnership agreements with four credit unions. As a result of the agreement, the credit unions will be implementing Intuvo’s new consumer automated marketing platform to increase loan volume and member satisfaction. The credit unions are: Santa Rosa, California-based Redwood Credit Union (204,374 members, $2.6 billion in assets); El Segundo, California’s Xceed Federal Credit Union (57,980 members, $933.2 million in assets); Downey, California-based Financial Partners Credit Union (51,710 members, $822.1 million in assets); and Lihue, Hawaii’s Kauai Community Federal Credit Union (32,496 members, $394.6 million in assets).

CU Direct Announces Majority Ownership Stake in Intuvo

Las Vegas, Nevada | May 20, 2015 Las Vegas, Nevada, May 20, 2015 – CU Direct (, the nation’s leading provider of lending, automotive and strategic solutions to the credit union industry, today announced that Intuvo, a leading marketing automation software company, will join CU Direct. With the opening general session of CU Direct’s DRIVE ’15…

Consumer Marketing Automation for Lenders

Consumer lending organizations face many marketing challenges, like converting leads to sales and lack of pull through on purchase loans. Overcoming these challenges is important to effectively leverage relationships with members and find opportunities for retention and cross promotion. It can be time-consuming, but we’re here to help. We’re excited to announce the development of Consumer Marketing Automation.

Intuvo Welcomes Travis Credit Union

In addition to saving time and significant money by avoiding staffing increases, member communication improved significantly. The implementation of Homebase that we delivered to the Travis Credit Union notifies members with 14 automatic triggers during the loan process. In addition, the module gives the Travis Credit Union the ability to customize the notifications with their branding and images. One of the notifications Travis Credit Union customized was a communication on how to log in and view initial loan disclosures. This was a part of the process that typically generates a lot of calls and requires a lot of the staff’s time to assist members. Intuvo has reduced these calls significantly. Brian shared a recent quote from one of his loan officers, “I hardly get any calls for status now. A couple of members have responded with a ‘thanks for the update’ kind of email.” Challenge understood, solved and solution implemented by Intuvo.

Wright-Patt Credit Union up 25% Year-to-Date

The attendance at their events now ranges 50 – 90 realtors and as he told us, “The numbers have continued to grow.” That growth has resulted in a significant rise in sales, “I’ve identified this as a success for 2012. The national average for purchase business for lenders is approximately 15%. Wright-Patt Credit Union is running 34 – 35% year-to-date. “I’ve compared the numbers this year, through today, to last year. We are up 25% and could go higher.” Dave shared his conclusions regarding this outreach campaign, “I believe one of the reasons for the success of this program is that, through the use of Intuvo, we’ve been able to plant the seed with our realtors that says, ‘Hey, you don’t need to go to the major banks. You could go to Wright-Patt because we’ve got the team, we’ve got the expertise and we’ve got all the local services that will allow you to do that purchase with us.”

Intuvo is our Twelfth Man…

“Intuvo is our twelfth man…” Football fan and Director of Retail Loan Originations at Wright-Patt Credit Union, Dave Von Derau shared his thoughts with us on setting customer expectations. “Another campaign that’s shown success is designed around new applications, both re-finance and purchases,” Dave informed us. “The campaign gave us the opportunity to describe the mortgage process to members step by step and establish clear expectations for the timeline of their loan.