integrated solutions

At CUXcel, we guide "CUs to Xcel" by assisting with the execution of strategies critical to growth. As planning facilitators, we help create winning strategies, and then help you execute on them by knocking down key barriers. We will transform your host data into a usable form for research, tracking and marketing lists and then provide the marketing expertise and manpower to manage and execute your strategy.

A successful strategy requires the right business intelligence and the right interpretation of it. Having created 100’s of marketing, branch, product, and other strategies for credit unions – we know which data to examine and what to look for.

This example diagram explores our typical process for developing a successful year-round marketing plan. We begin by taking your data and segmenting it into key groups of members to see what is driving purchase decisions. From here, we prioritize our marketing dollars to target the right members, at the right time, with the right message. Finally, we review tracking results to continually improve the strategy.