Posts Categorized: Financial

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Breaking Up is Hard To Do – Making People Switch to a Credit Union

Background TDECU wanted to increase the number of checking accounts, as well as products per member. This would meet their strategic goals for growth and stability. Insight Checking accounts are a financial institution’s (FI’s) cornerstone product – they help to deepen the relationship with a consumer who is then more likely to buy other products and… Read more »

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It’s R.E.A.L. – Documenting a Corporate Culture

Background Texas Dow Employees Credit Union (TDECU) instituted a cultural shift with their customer service model called R.E.A.L. standards. This was the culmination of an employee-led initiative, with everyone, from the CEO to the tellers, committing to making these four service principles second nature: Reliable, Efficient, Accommodating, and Loyal. They adopted this philosophy and applied… Read more »

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Cutting Through The Clutter With A New Credit Card Offer

Background Credit card competition is aggressive. People are overwhelmed, weekly, with various credit card direct mail offers. Texas Dow Employees Credit Union (TDECU) had to find a way to make their direct mail so different and engaging, that it begged to be opened. Insights The timing was right for TDECU to capture as much of… Read more »

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Together We’re Better – Branding the best aspects of a credit union

Background Public Service Credit Union (PSCU) had not advertised, at all, in five years prior to 2010. Awareness was extremely low and membership growth had declined. They contacted us to help them revitalize their brand with an emphasis on reaching the burgeoning Hispanic market in Colorado. Insight Basic demographic information provided an initial profile of… Read more »

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Ownership – Stressing the Credit Union Difference

Background Texas Dow Employee Credit Union (TDECU) wanted to energize their brand, using their service-centric approach. It became essential to communicate that TDECU improves people’s lives and strengthens their communities. They do this by always putting their member’s interest first and providing expert financial solutions with the service an owner deserves. Insight Market surveys reported… Read more »

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