Insights

Case Studies

iTHINK Financial Credit Union | Delrey Beach, FL | Assets: $2.2B

Marketing Data Platform • Strategic Consulting
Marketing

How Marquis helped iTHINK Financial Credit Union achieve their new member acquisition goals through a cost-effective email campaign

_______________________

466

New members

$3.5 million

Yield in deposits in first year

$2.2 million

Yield in loans in first year

Campaign Overview

Challenge

iTHINK Financial needed to find a cost-effective way to acquire new members and be able to directly attribute new member accounts back to the campaign. 

Strategy

With the help of the Marquis OnTrax strategy team and Marketing Data Platform, iTHINK Financial was able to identify and target individuals who lived near branches with a high propensity to switch financial institutions with a 9-month email campaign that tracked new member sign-ups.

iTHINK Financial Credit Union

  • Asset Size: 2.2B
  • Headquarters: Delrey Beach, FL
  • Marquis Solutions: Marketing Data Platform (formerly ExecuTrax), Strategic Consulting (formerly OnTrax)
format_quote

"Prospective email campaigns have previously been a challenge for us because we were unable to directly track their attribution to new opened accounts. We had trialed different programs, but the ROI wasn’t measurable or affordable. So, we talked to our Marquis strategist, explaining to her what we were looking to accomplish. Within a week, she had come back with a comprehensive strategy.”

Stephen Johnson
iTHINK AVP of Administration and Marketing