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Case StudY
How We Helped a Leading Credit Union Attract New Members and Keep Their Content Dynamic
Suncoast Credit Union is one of Florida’s largest and most trusted credit unions, serving members across Tampa Bay, Orlando, and beyond. With a strong member base and a growing footprint, including the expansion of three new Orlando-area locations, Suncoast was well-positioned for growth.
SERVICES WE PROVIDED
Strategic Planning, Creative Development, Copywriting, Media Planning, Paid Media Management, Paid Media Ad Creative Development (Videos, Carousels, Images) Landing Page Development, Conversion Rate Optimization, Dashboard and Analytics Reporting.
The ChallengE
Overcoming Limited Resources to Deliver High-Impact Marketing
The Suncoast Credit Union needed fresh, compelling creative assets to engage existing members and attract new prospects. However, with limited internal resources, they struggled to produce high-quality, conversion-driven designs consistently. To maintain a competitive edge and ensure their marketing efforts remained impactful, they sought a partner that could provide ongoing creative and strategic support.
Approach & Execution
Strategic Creative Support and Targeted Campaigns to Drive Engagement
We provided ongoing creative support to ensure The Suncoast Credit Union’s campaigns remained innovative, engaging, and results-driven. By delivering a steady stream of visually appealing and high-converting marketing materials, we helped them stay ahead of the competition and maintain a strong connection with their audience.
We ran paid media campaigns to attract new leads, and then engaged and upsold them by:
- Sending direct mailers
- Upselling based on life events (turning 65, turning 26, obtaining health insurance, etc.)
- Email newsletters
- Integrating testimonials and other social proof in campaigns
Our team kept The Suncoast Credit Union’s brand dynamic, ensuring their marketing never went stale.
Email Sequences That Sold at the Right Life Moment
Another channel through which The Suncoast Credit Union was able to reach their prospective members was email. We created digital promotional content designed to drive awareness and engagement. Chatter Buzz developed targeted email workflows tied to specific life events or upsells, such as reaching key age milestones.
Additionally, we created a monthly newsletter via email for their elite program that their chosen agents could use to give tips and share their value with prospects.
Finally, we advised on setting up follow-up workflows so they can more effectively convert leads after they come in.
Brand-Consistent Creative That Gave Every Agent a Voice
Chatter Buzz created custom graphics and templates to ensure a cohesive and professional brand presence across all platforms. These were shared with The Suncoast Credit Union’s agents to use on their own accounts to keep consistency and share their message.
Direct Mail That Didn’t Get Thrown Away
We designed impactful postcards to communicate The Suncoast Credit Union’s offers and services effectively. Each piece was carefully crafted to capture attention and encourage action through clear, benefit-driven messaging.
Personalization played a key role—by tailoring the content to specific demographics and life events, we ensured that the messaging resonated with recipients.
Additionally, the direct mail campaigns were integrated with digital efforts, including QR codes, to create a cohesive, multi-channel strategy.
Print Materials With a Job: Educate, Build Trust, Drive Action
We designed a range of print materials, including flyers, brochures, and inserts, to clearly communicate The Suncoast Credit Union’s value and address the specific needs of their audience. Each piece was thoughtfully crafted to highlight key benefits such as low interest rates, flexible loan options, and member-exclusive perks.
The content was designed to address common pain points, such as high fees, limited access to financial products, and confusion around financial planning. Our team also ensured that the print collateral complemented digital campaigns, creating a seamless customer journey from print to online engagement.
Positioning Suncoast as the Financial Authority Their Members Already Trusted
We developed a robust portfolio of thought leadership content for both The Suncoast Credit Union and its agents to enhance credibility and build trust with the audience.
By positioning The Suncoast Credit Union as a knowledgeable and trustworthy resource, we helped establish them as an authority in the financial services space. The content was crafted to address key member concerns, such as navigating major life milestones (buying a home, starting a family, retirement planning) and making informed financial decisions.
Google, Meta, and Programmatic Ads That Kept Converting — Not Just Clicking
Created high-performing Google, Meta, and Programmatic ads tailored to target key demographics. To maintain engagement and avoid ad fatigue, we consistently refreshed the ad creatives with new, relevant content.
- Authentic and Budget-Friendly Messaging: Ads featuring real people actively engaged in their work outperformed generic visuals. The clear, relatable messaging about budget-friendly coverage resonated strongly with the target audience, driving higher engagement.
- Responsive Display Ads: Flexible, mobile-friendly formats ensured higher engagement and conversion rates.
- Urgent Calls-to-Action: Clear, action-oriented messaging helped drive immediate responses.
Landing Pages Built to Convert Traffic Into Members
We designed and hosted conversion-optimized landing pages to support campaign performance. First, we made sure to create a fast-loading, mobile-friendly design for improved user experience.
Then we wrote clear, action-oriented messaging to increase conversions as well as performed A/B testing to refine and enhance landing page performance over time.
Beyond Marketing: Building the Internal Program That Retained Top Agents
Our support extended beyond just marketing support to include business consulting. We helped The Suncoast Credit Union develop an internal-facing program to reward hard-working agents who sell a certain amount.
It allows them to access resources to help them reach more prospects and increase their earnings. They also receive a badge they can add to their emails, promotional materials, and more to show that they are among The Suncoast Credit Union’s elite agents.
The Results
Increased Engagement and Conversions Through Dynamic Marketing
Through our partnership, The Suncoast Credit Union significantly enhanced its marketing effectiveness, leading to measurable improvements in engagement, lead generation, and brand recognition.
By ensuring The Suncoast Credit Union’s marketing remained fresh, we helped them maintain a competitive edge while effectively communicating their value to both existing and potential members.
14.79%
Landing Page Conversion Rate
6.76%
Campaign CTR
425%
Lead Volume Increase
98%
CPL Reduction
37.79%
Conversion Rate Improvement
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