Every credit union has a story. A set of core beliefs. Unique DNA. Your value proposition. Telling this story is critical in creating and strengthening that all-important relationship with your members.
We call this "building the foundation."
From this solid baseline, we can then connect more powerfully with your members and prospects, reinforcing your value as their complete financial resource.
Together, we will make that happen.
For more than 22 years, Raoust+Partners has worked exclusively with credit unions from coast to coast. It is our business—our passion—to define exactly who your credit union is within the context of your FOM and then to engage your members and prospects at every touch point.
We call this "full contact."
Our full contact marketing approach builds a powerful member experience that will translate into significant improvements in member retention, member acquisition and loan growth.
From the functionality of your website to the efficiency of your call center and small space utilization, we’ll review your internal processes to identify strengths and opportunities that will optimize your organization’s overall efficiency.
Walmart or Target? Both have attributes that are attractive to consumers and both utilize completely different tactics to keep those customers coming back. We’ll help you build a strategy that speaks to your organization’s culture to make your brand authentic, appealing and something that your employees can eagerly support.
One of our favorite phrases internally is, "No Orphans" when it comes to creating your marketing materials. This means that every touch point of your marketing needs to embrace your brand message and positioning. When building a client's brand we cover all bases, and even create a brand style guide to act as a roadmap if you choose to create your own materials in house.
Reaching someone at the point they are making a buying decision is the best way to win their business. Regular engagement with members and prospects keeps your message in the back of their minds and provides them with a red carpet to your door when they’re ready to take action.
A marketing plan is important, but it’s only one small piece of the puzzle. Based on a thorough diagnostic assessment of your internal processes, we’ll provide a clear path to setting short- and long-term plans to reach the goals you want, and need, to hit.
Your website needs to be your star performer. And it need to be able to provide the same brand experience that a member or prospect receives when visiting a branch or talking to one of your employees on the phone. Factor in responsive design and comprehensive content management and you’re in business.
Like a new employee to your organization, it takes some training to get your members up to speed on everything you have to offer. Onboarding is an incredibly effective way to welcome them, thank them for their interest and reassure them they made an excellent decision by becoming a member, then reinforces what you have to offer.
Telling someone you offer loans is factual. Providing them with a way to set forth on a new adventure is far more tempting. We’ll package your current line of products and services in a manner that’s consistent with your brand strategy to provide a more alluring selection.
Once upon a time there was radio and television. Now there so many broadcast options to chose from it’s important to have someone like Raoust+Partners on your side who knows how to navigate the channels to get the most for your budget.
Perception is reality. So when want to level the playing field and compete with any other financial institution out there, you have to look the part. But transforming your look doesn’t have to cost an arm and a leg when you build from the brand out.
By thoroughly understanding your culture, the demographics of your members and prospects, doing research on your competition and a slew of other factors that affect your particular market, we’ll help you make the most of your process and marketing dollars.
Our Special Sauce.
Your credit union’s success depends on your strategic plan and how effectively you follow it to meet your goals. You need a partner who knows the ropes and can scrutinize your processes from end to end.
We’re that partner. We’ll identify opportunities then work with you to develop a better budget and business plan to optimize your marketing investment.
The process will define a pragmatic/practical path to both short-term business goals and the next steps toward building a sustainable business model. Every element of your current retail process will be reviewed to identify opportunities to strengthen results from the inside out.
External opportunities include review of your current partner programs and member/staff incentives that may have expanded to reach your full member recruitment potential. A fresh approach to equipping and engaging your team and partners will be built on interviews, surveys and quantitative data.