A deep dive into the strategic planning, creative execution, and performance outcomes behind our Certificate Campaign.

Goal: Drive new deposit growth by promoting our competitive certificate rates and engagement with current Members.

My Role and Responsibilities: I was the campaign leader and authored the activation brief. I was the messaging strategist and stakeholder liaison between compliance and digital channels.

Objective: Have an always on certificate campaign that will increase deposit accounts at UFCU by implementing strategic marketing initiatives.

Audience: Our target audience are 45 -64 years old with a household income of $100K+. They keep an eye on Certificate Rates and comfortable with investments. This audience is involved in their community and likes to help others.

Channels:

  • Paid Display
  • Print Ads
  • Promotional Emails
  • Branch Materials

Results:

  • 40% increase in certificate deposits
  • 10% increase in average deposit of current checking accounts

Creative:

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