Most credit unions/community banks marketing problems can be equated to measurement problems.
Every year, money goes into ads, mailers, and social posts. And every year, the board asks the same question: “What did we actually get for that?”
At Strategis, we built our whole company around answering that question.
Marketing that shows up on the balance sheet
Strategis is a financial marketing agency for credit unions and community banks. We don’t measure success in likes, impressions, or vague “brand awareness.” We measure it in the numbers your board and your CFO care about:
- – Low-cost deposits
- – Interest income
- – Membership growth, especially Gen Z and millennials
Our goal is simple: turn marketing from a line item you defend every budget season into a profit center that pays for itself. We build campaigns designed to produce over 100% return on marketing investment.
The next generation won’t find you by accident
Your next generation of members is already choosing where to bank. Many of them rarely walk into a branch. They don’t read mailers. They find financial institutions on TikTok, Instagram, Snapchat, YouTube, Spotify, Hulu, and streaming TV, or they don’t find them at all.
If your average member keeps getting older, your deposit base and loan pipeline will follow.
We help credit unions reach younger members where they actually spend their time:
- Social media advertising on Facebook, Instagram, TikTok, Snapchat, and LinkedIn, targeted to your community
- – Streaming TV (OTT) on platforms like YouTube and Hulu, where they binge-watch
- – Audio advertising on Spotify, Pandora, and iHeartRadio
- – Search ads that put you at the top of Google when they’re actively looking for an account or a loan
- – Video and creative built to earn trust from an audience that’s skeptical of traditional advertising
Then we turn that attention into what matters: new accounts, new deposits, and new loans.
Every marketing dollar, tracked
This is the part CEOs and CFOs care about most.
Most agencies hand you a report full of clicks and call it a win. We tie your marketing spend directly back to real results:
- – New deposits
- – New loans
- – New members
- – True return on every dollar spent
Strategy, reporting, and ROI calculations aren’t add-ons at Strategis. They’re the foundation of everything we do. You’ll always know what’s working, what isn’t, and where your next dollar should go.
Case study: 229.85% marketing ROI for a $200M credit union
A $200 million credit union came to us to set growth goals and build a comprehensive plan to hit them over one year. We handled everything: strategy, creative, execution, optimization, and reporting.
The campaign included:
- – Geo-targeted social media advertising on Facebook and Instagram, aligned to monthly and quarterly product campaigns
- – Google Ads (PPC) designed to place the credit union in the top search results for its products and services
- – Venue-based IP targeting, geo-fencing strategic locations near branches to reach people making financial decisions in the area
- – Traditional TV: a 30-second spot running across cable and streaming during Monday Night Football over a 20-week schedule, reaching sports fans while they were engaged with the game
The result: measurable loan growth, measurable deposit growth, and a marketing ROI of 229.85%.
That’s what full-service marketing looks like when it’s built around the bottom line.
Two ways to work with us
As your full marketing department.
No in-house team? No problem. We take on the entire function, from strategy through execution and reporting, so your leadership can focus on members and mission.
As an extension of your existing team.
Already have marketing staff? We plug in alongside them, add capacity and expertise, and reduce the workload without adding headcount.
Either way, we operate like an in-house team: agile, aligned with your goals, and focused on results.
Everything you need, under one roof
Digital: Google Ads, social media advertising, IP targeting, email marketing, outbound email, inbound marketing, blog management, social content and management
Traditional: Television, radio, direct mail, billboards, print, public relations
Streaming and video: OTT advertising, audio advertising, video production, commercial production
Design and copy: Creative design, copywriting, comprehensive campaign creation
Websites: Website development, website management, SEO
Every channel works together inside one cohesive campaign, so your digital and traditional efforts reinforce each other instead of competing for budget.
Why Strategis
- – We only do financial marketing. We know credit unions and community banks inside and out: the products, the regulations, the board conversations, and the pressure on deposits and margins.
- – We’re accountable to results. If it can’t be measured, we don’t call it a win.
- – We stay ahead so you don’t have to. New platforms, new targeting technology, and new audience behavior are our job to track and yours to benefit from.
- – 20+ years of marketing experience, led by George Irish and Dolores Gonsalves Irish, MBA, with a dedicated team of strategists, account leads, and designers.
Ready to see what your marketing is actually returning?
If you’re a credit union CEO, CFO, or marketing leader and you want to grow low-cost deposits, bring in younger members, and finally know what every marketing dollar is doing, let’s talk.
Schedule a Call!
Strategis | Boston & Miami
📞 781.297.9200
✉️ info@strategisadv.com
