.png)
By unifying data and breaking down internal silos, Florida One Credit Union transformed their member journey. Our multi-pronged GTM overhaul turned a stagnant 1% membership growth into an impressive 5% increase, thanks to a streamlined digital onboarding process that boosted online account completion from 38% to 56%. Meanwhile, personalized, automated campaigns doubled email click-through rates and set a record with a 25% surge in auto loan originations during Q2. With consumer loans growing 12% year-over-year and a 30% rise in cross-sell rates among young, single-product members, our approach not only drove rapid growth but also saved nearly $672K annually in operational efficiencies.
.png)
Our targeted digital overhaul accelerated member acquisition, transforming slow growth into a vibrant surge of new sign-ups and revitalizing the credit union’s demographic profile.
Leveraging data insights and personalized outreach, our campaign unlocked hidden opportunities, driving a significant uptick in multi-product adoption across the member base.
By streamlining processes and modernizing technology, we reduced friction and costs, enabling a smoother member experience and boosting overall productivity.
.png)
Florida One Credit Union is a longstanding community institution with deep local roots and a reputation for personalized service. However, by 2023, they were grappling with stagnant membership growth and an aging member base, while competitors aggressively modernized their offerings. Their traditional marketing tactics of relying on print ads, sporadic events, and word-of-mouth referrals were not driving the results they needed to survive the consolidating credit union market. They sought a partner who could reimagine their go-to-market approach, break down internal silos, and modernize their digital processes and marketing and sales alignment to reach new, younger members and invigorate their growth strategy.
At the outset of our engagement with Florida One Credit Union, we recognized the need for a transformative overhaul that would break through the limitations of traditional, siloed marketing and outdated processes. Our solution was rooted in a comprehensive GTM transformation that integrated data, technology, and cross-department collaboration to drive sustainable membership growth and enhance operational efficiency.
Our Strategic Approach
We began by addressing data fragmentation through the implementation of a unified data integration solution. By pulling daily core banking extracts into a cloud-based platform and layering on a sophisticated business intelligence tool, we provided real-time dashboards that revealed critical member insights. This data-driven foundation enabled us to craft targeted, personalized marketing automation campaigns that resonated with key segments—especially the younger demographic.
Driving Measurable Results
Our holistic solution not only streamlined internal processes but also redefined the digital member experience. With a revamped online account opening process featuring eID verification, Florida One saw completion rates soar from 38% to 56%. The campaign delivered a 5% membership growth rate, a dramatic improvement from the previous 1%, and boosted product penetration with 30% of single-product members adopting additional services. These results underscore the power of our integrated GTM strategy in revitalizing growth and operational efficiency for Florida One Credit Union.
Chief Marketing Officer
Executive Director, The North Fund
If you’re ready to get serious about your marketing efforts, we’re ready to take you there.
Get Started!
RC Strategies is a leading marketing and GTM agency. Certified SBA 8(a) small business.
San Antonio | Phoenix
%20Certified.png)