Credit Union Marketing Experts | NCUA-Compliant Digital Marketing
NCUA-Compliant Marketing Experts

Digital Marketing for Credit Unions That Drives Member Growth

Full-service marketing for credit unions navigating NCUA regulations, GLBA compliance, and Truth in Lending requirements. From member acquisition campaigns to core system integration—we understand financial regulations and credit union culture.

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20+ Years Credit Union Marketing
100% NCUA Compliant
15+ Core System Integrations
Challenges We Solve

Marketing Obstacles Facing Credit Unions

Credit union marketing requires specialized knowledge of community banking, member relationships, and complex regulatory compliance. Most agencies don't understand your unique challenges.

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Regulatory Compliance Gaps

Generic agencies create campaigns that violate NCUA advertising guidance, Truth in Lending Act, Reg E, or GLBA requirements, exposing credit unions to regulatory risk.

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Core System Integration Failures

Marketing platforms don't sync with Symitar, FIS, Jack Henry, or Corelation systems, creating manual data entry and broken member journeys.

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Bank-Focused Strategies

Most marketing ignores credit union differentiators—member ownership, community focus, better rates—treating CUs like banks and missing key positioning opportunities.

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ROI Measurement Problems

Can't track which campaigns drive checking accounts, auto loans, or mortgage applications. Marketing spend disconnected from member acquisition costs and lifetime value.

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ADA Compliance Exposure

Inaccessible websites and digital banking tools expose credit unions to ADA lawsuits—a growing risk as member interactions shift online.

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Aging Member Demographics

Stuck with strategies targeting older members while losing younger demographics to fintechs and neobanks with better digital experiences.

We Navigate Credit Union Regulations So You Don't Have To

Credit union marketing requires deep understanding of NCUA examination procedures, GLBA privacy requirements, Truth in Lending disclosures, and state-specific regulations. We ensure every campaign meets compliance standards while highlighting your competitive advantages over traditional banks.

NCUA advertising and marketing compliance guidance
Truth in Lending Act (TILA) disclosure requirements
Regulation E error resolution and dispute handling
GLBA privacy notices and information security
Fair Lending requirements (ECOA, Fair Housing Act)
CAN-SPAM compliance for email marketing campaigns
TCPA telephone consumer protection for SMS/calling
State-specific credit union advertising regulations
Comprehensive Services

Full-Service Credit Union Marketing Solutions

Everything your credit union needs to compete with banks and fintechs— all compliant with NCUA regulations and financial industry requirements.

NCUA-Compliant SEO

Search engine optimization that ranks while maintaining regulatory compliance and proper disclosures.

  • Local SEO for community market dominance
  • Product keyword research (checking, auto loans, mortgages)
  • Technical audits & site speed optimization
  • Schema markup for financial services visibility
  • Compliant content creation & link building

Credit Union Website Design & ADA Compliance

Member-focused websites with proper disclosures, accessibility compliance, and conversion optimization.

  • WCAG 2.2 compliant design preventing ADA lawsuits
  • GLBA privacy policy implementation
  • Truth in Lending compliant product pages
  • Mobile-first responsive design
  • Loan calculator and rate comparison tools

Member Acquisition Campaigns

Compliant lead generation that delivers qualified members ready to open accounts.

  • NCUA-compliant PPC campaigns (Google, Bing)
  • Product-specific landing pages with proper disclosures
  • Retargeting with Truth in Lending compliance
  • Geo-targeted campaigns for field of membership
  • Account opening funnel optimization

Core System & Digital Banking Integration

Seamless data flow between marketing and your core banking platform—we integrate with 15+ systems.

  • Symitar Episys, FIS, Jack Henry Silverlake
  • Corelation KeyStone, DNA from Fiserv
  • CU*BASE, Ongoing Operations, CUSO platforms
  • Online banking & mobile app marketing integration
  • Member attribution & ROI tracking by product

Digital Banking & Mobile App Marketing

Drive adoption of online banking, mobile apps, and digital-first member experiences.

  • App store optimization (ASO) for iOS & Android
  • Mobile banking feature promotion campaigns
  • Digital enrollment funnel optimization
  • Push notification strategy & implementation
  • Cross-sell campaigns for digital products

Loan & Product Marketing

Compliant campaigns that drive auto loans, mortgages, personal loans, and deposit growth.

  • Auto loan campaigns with dealer partnerships
  • Mortgage marketing with TILA-RESPA compliance
  • Home equity & HELOC promotion strategies
  • Certificate & IRA rate competitive positioning
  • Cross-sell strategies for existing members

Community & Local Marketing

Strengthen community ties and leverage credit union differentiators in local markets.

  • Field of membership expansion campaigns
  • Community event sponsorship strategy
  • Local business partnership development
  • Member referral program implementation
  • Credit union vs. bank comparison content

Reputation & Review Management

Build trust through member testimonials and positive reviews while maintaining compliance.

  • Compliant review generation strategies
  • Google Business Profile optimization
  • Social proof & testimonial management
  • Crisis response for negative feedback
  • NPS tracking & member satisfaction surveys

Fractional CMO for Credit Unions

Strategic marketing leadership without the cost of a full-time executive.

  • Growth strategy & market positioning
  • Marketing budget allocation & optimization
  • Internal team training & development
  • Vendor management & performance tracking
  • Board reporting & strategic planning
Seamless Integration

Complete Core Banking System Integration

Connect your marketing to any core platform you use. Automated member data flow, account opening attribution, and product marketing without manual processes.

Symitar Episys

Full integration with Jack Henry's Symitar platform for member data sync and account tracking.

FIS Core Banking

Integration with FIS Horizon, IBS, Miser, and other FIS core solutions.

Jack Henry Silverlake

Seamless connection to Silverlake core with member marketing attribution.

Corelation KeyStone

Modern core integration with real-time member data and product tracking.

Fiserv DNA

Cloud-based core system integration with advanced analytics and reporting.

CU*BASE (CUSO)

Integration with CU*Answers CU*BASE for CUSO member data management.

Ongoing Operations

Core integration for credit unions using Ongoing Operations systems.

CUSO Platforms

Integration with various CUSO technology solutions and shared systems.

Temenos T24

Enterprise banking platform integration for larger credit unions.

Oracle Flexcube

Oracle core banking solution integration and data synchronization.

CUNA Strategic Services

Integration with CUNA technology solutions and member services platforms.

Architect Core

Modern cloud-native core system integration with API connectivity.

XP2 (PSCU)

Integration with PSCU's XP2 platform for payment services and member data.

CUSO-Specific Solutions

Custom integrations for credit union service organizations and shared branching.

Legacy System Migration

Support for credit unions transitioning between core platforms during marketing campaigns.

Custom API Integration

Enterprise-level custom integrations for proprietary systems and unique configurations.

Don't see your core system? We build custom integrations for any banking platform, digital banking solution, or credit union technology your organization uses.

Discuss Your Integration Needs
Our Process

How We Partner With Credit Unions

A structured approach to credit union marketing that prioritizes compliance, member growth, and measurable results.

1

Credit Union Assessment

Deep dive into your field of membership, competitive landscape, product mix, digital capabilities, and current marketing efforts. We audit for compliance gaps and growth opportunities.

2

Member Growth Strategy

Custom marketing strategy aligned with credit union goals, asset growth targets, and member demographics. Clear KPIs tied to account openings and loan production.

3

Compliance Review

All marketing materials reviewed against NCUA guidance, Truth in Lending requirements, GLBA regulations, and state-specific rules before launch.

4

Technical Implementation

Website optimization, core system integration, tracking implementation, and campaign launch with proper disclosures and compliance measures.

5

Member Acquisition & Optimization

Active campaign management with continuous optimization based on account openings, loan applications, and member acquisition costs.

6

Reporting & Strategic Growth

Monthly reporting on member growth, product penetration, digital adoption, and ROI with strategic recommendations for expansion and market share gains.

Common Questions

Credit Union Marketing FAQ

How do you ensure marketing campaigns comply with NCUA regulations?
We maintain current knowledge of NCUA Letter to Credit Unions, examination procedures, and compliance guidance. Every campaign undergoes review for Truth in Lending disclosures, GLBA privacy requirements, Reg E compliance, and fair lending standards. All materials include proper APR disclosures, membership requirements, and regulatory language required for financial advertising.
Can you integrate with our core banking system?
Yes. We integrate with 15+ core systems including Symitar Episys, FIS platforms, Jack Henry Silverlake, Corelation KeyStone, Fiserv DNA, CU*BASE, Ongoing Operations, and CUSO platforms. Integration includes automated member data sync, account opening attribution, product marketing triggers, and ROI reporting by product line. Setup typically takes 2-3 weeks depending on core system APIs and credit union IT resources.
How do you position credit unions against banks and fintechs?
We highlight credit union differentiators: member ownership structure, community focus, better rates, lower fees, personalized service, and local decision-making. Marketing emphasizes "people helping people" philosophy while showcasing competitive digital capabilities. We position CUs as combining community bank relationships with modern technology—the best of both worlds versus impersonal big banks and limited-service fintechs.
How long does it take to see member growth results?
Initial account openings typically begin within 30-60 days for PPC campaigns and geo-targeted advertising. SEO-driven organic member acquisition shows meaningful results in 3-6 months for competitive markets. Product-specific campaigns (auto loans, mortgages) generate qualified leads within weeks. Long-term member acquisition strategies compound over 12-24 months as brand awareness and digital presence strengthen in your field of membership.
Do you work with credit unions across different states?
Yes. We serve credit unions nationwide and adapt strategies to each state's regulations and local market dynamics. Multi-state credit unions receive compliance review for each state's requirements including state-chartered regulations, consumer protection laws, and advertising rules that may exceed federal NCUA standards.

Ready to Grow Your Membership?

Schedule a consultation to discuss your credit union's growth goals, competitive positioning, and how we can help you acquire members while maintaining full regulatory compliance.

Schedule Strategy Session