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Credit Unions Adopt Act-On Marketing Automation to Compete with the Big Financial Players

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Keesler Federal Credit Union, Interior Federal Credit Union and Tower Credit Union Among the Latest Financial Institutions to Embrace Act-On to Win More Business

PORTLAND, OR – November 10, 2017 – Act-On Software, the leading provider of adaptive marketing automation for fast-growing businesses, today announced new gains across the financial services industry, as Keesler Federal Credit Union, Interior Federal Credit Union, and Tower Federal Credit Union became the latest credit unions to adopt Act-On Marketing Automation to drive and qualify more leads, retain more customers, and ultimately compete better against the big financial players. These institutions join the hundreds of financial services organizations that have already turned to Act-On to steward their digital engagement strategy and marketing transformation.

When it comes to building their business, credit unions often have to rely on their quality of customer service to compete with larger financial institutions. who typically have more capital and more market-share. Marketing automation helps credit unions further differentiate their superior customer service by allowing them to leverage behavioral data in real-time to more effectively communicate with their clients in a 1:1 manner at scale – helping them to win more business, retain more customers, and be more strategic about upsell opportunities.

Truity Credit Union, an Act-On customer of four-plus years, saw an 80 percent increase in the number of leads generated after implementing Act-On Marketing Automation. Read the full case study here.

“With Act-On, we’ve been able to get a true picture of how successful or not our email marketing efforts are and how we rank with our competitors,” says Roxy Duncan, Sr. eCommerce Interactive Designer for Truity Credit Union. “We can use that intelligence to better segment our database and tailor our messaging to serve our members best.”

The latest mid-size credit unions to adopt Act-On Marketing Automation include:

  • Keesler Federal Credit Union, founded in 1947 and today the largest federal credit union in Mississippi, with $2.5 billion in assets and more than 200,000 members worldwide.
  • Interior Federal Credit Union, founded in 1935, and serving the employees and contractors of the U.S. Department of the Interior and their families, with more than $178 million in assets.
  • Tower Federal Credit Union, founded in 1953 and today the largest federal credit union in Maryland, with $2.99 billion in assets and 168,900 members worldwide.

Features like website visitor tracking, lead scoring, landing page and web form composer enable credit unions to capitalize on buyer behavior and website traffic to drive and qualify more sales ready leads, while advanced segmentation and automated programs enable them to deliver more personalized customer experiences that contribute to new acquisitions, customer retention, and upsells.