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Transformative Digital Overhaul Propels Community Credit Union to 400% Increase in Digital Deposits

Overview

A $550 million community credit union achieved impressive growth through a series of innovative digital strategies, focusing on full-funnel lead generation, abandoned application recovery, and digital deposit conversions. By optimizing key areas, the credit union realized significant improvements in a short period.

Challenges:

  • Low Conversion Rates: Struggled with low digital deposit conversions for their CD campaign.

  • Abandoned Applications: Faced high rates of abandoned applications for auto, credit card, personal loans, and mortgages, leading to lost potential revenue.

  • Cost-Effective Lead Generation: Needed a cost-effective method to generate leads and close non-interest income (NII) without substantial ad spend.

Solution:

  • Full-Funnel Lead Generation: Launched a pilot program for full-funnel lead generation, spending less than $200 on Facebook ads to achieve a high ROI.

  • Abandoned Application Recovery: Implemented a system to recover abandoned applications across various loan products.

  • Behavioral Economics for CD Campaign: Applied behavioral economics principles to the CD campaign landing page to boost digital deposit conversions.

Results:

  • Full-Funnel Lead Generation: Generated more than $10,000 in closed NII within 60 days, spending less than $200 on Facebook ads, resulting in a 4,900% ROI.

  • Abandoned Application Recovery: Added an extra 15% in funded loans through an abandoned application system for auto, credit card, personal loans, and mortgages.

  • Digital Deposit Conversions: Increased digital deposit conversions for their CD campaign by 400% using behavioral economics on a campaign landing page.

Impact:

  • Exponential Growth: Achieved substantial increases in digital deposit conversions, lead generation, and loan funding, showcasing the effectiveness of the applied strategies.

  • Cost Efficiency: Demonstrated exceptional returns on investment with minimal ad spend, highlighting the potential of cost-effective digital marketing.

  • Enhanced Loan Funding: Successfully recovered and converted abandoned applications, leading to increased loan funding across multiple product lines.

Steps to Success:

  1. Full-Funnel Lead Generation Program: Launched a pilot program for full-funnel lead generation, achieving a 4,900% ROI with less than $200 in Facebook ad spend, resulting in over $10,000 in closed NII within 60 days.

  2. Abandoned Application Recovery System: Implemented a system to recover abandoned applications, adding an extra 15% in funded loans for auto, credit card, personal loans, and mortgages.

  3. Behavioral Economics Application: Applied behavioral economics principles to a CD campaign landing page, resulting in a 400% increase in digital deposit conversions.

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