Case Studies

interactive sales promo 1
interactive sales promo 1
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.

We decided on a process that would deliver qualified prospects interested in investment products to RCU.

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.


Redwood Credit Union


Direct Mail
Digital Media

G7 Master Seal
FSC Seal

Want to get started? We're always here,
give us a ring!