Interactive Retirement Prospecting Campaign

Redwood Credit Union is one of the largest credit unions in California’s North Bay. With a goal of increasing investment sales to current members, RCU looked to us for a comprehensive online/offline campaign.

Together with RCU, we decided on a process to deliver qualified prospects interested in investment products. Using a combination of Direct Mail and email, members were directed to a Personalized Web Page (PURL) and answered two simple questions to determine their likelihood to invest. These answers were available to RCU in real time through a secure online campaign-tracking portal.

Using this insight, each qualified prospect was contacted for an appointment to discuss financial goals.