“Credit unions and mortgage companies won’t survive without modern financial marketing technology like Total Expert. It’s the only way to meet consumers where they are, be the trusted financial advisor they seek, and help them become able to better achieve their financial goals.”
Vice President of Mortgage Sales, Credit Union 1
When Credit Union 1 (CU1) executives decided in 2019 that existing sales and marketing processes needed a complete digital transformation, they came up with a unique way to vet the best ideas. They secluded all business unit leaders at an offsite retreat, then required each one to develop and present a plan — “Shark Tank”-style — outlining exactly how they would grow their unit if budget weren’t a factor.
It was then that Vice President of Mortgage Sales Jennifer Poniatowski pitched her idea for how to enable CU1’s retail loan officers to easily build their own, individual brands and marketing presences while more efficiently tending to the routine sales and marketing tasks that took up too much of their time: she wanted each of CU1’s loan officers to work like they were the CEO of their own world, stepping beyond traditional outreach efforts to engage leads and enhance their member experiences.
It was a winning idea. But before Jennifer could activate it, CU1 had to equip its loan officers with the right digital tools. To use Salesforce as CU1’s global CRM across all business units as planned, Jennifer knew they’d have to augment it with technology that could give loan officers the powerful, self-service email marketing capabilities they really needed.
After a trusted colleague at another credit union told Jennifer about Total Expert’s strengths in the financial service industry, she did her own due diligence. Then she quickly selected Total Expert as the marketing platform CU1 would pair with its Salesforce CRM and member engagement platforms.
Using Total Expert, CU1 quickly connected key sources of data, gained a more holistic view of member data and distributed automated, self-service email marketing capabilities to each CU1 loan officer, so they can deliver more personalized messaging that resonates in a much stronger way.
“Every business unit is part of our marketing efforts. With data flowing back and forth between our Salesforce integration with Total Expert, it gives us an opportunity to make sure that we are curating not just the mortgage transaction but the entire member experience across our credit union.”
Vice President of Mortgage Sales
Now, with the new Total Expert/Salesforce integration, CU1’s loan officers are doing a much better job cross-selling and strengthening relationships with new and existing credit union members. They’re also easily surfacing new leads and opportunities before they slip through the cracks, better marketing their personal brands on social media, making themselves better known in specific markets in more efficient ways, and even resurrecting old-school tactics like co-hosting open houses and sponsoring mixers with realtor partners — co-marketing activities that no longer need to be time-intensively managed via spreadsheet.
The credit union has also found Total Expert to be a significant draw when attracting new realtor partners and prospective loan officers.
Given its massive success to date, CU1 plans to expand the use of Total Expert to other business units and is also considering ways to use Total Expert to co-market its products and services to other types of banking partners.