What clients ask before we start
What is a credit union marketing agency?
A credit union marketing agency is a marketing partner that works with credit unions and measures its work in members, loans, and deposits. It understands the cooperative model, field-of-membership rules, and the advertising requirements NCUA and lending regulations place on every ad. RC Strategies is a credit union marketing agency for credit unions from $500M to $3B in assets, covering brand, websites, digital marketing, paid media, member journeys, and marketing leadership.
What does a credit union digital marketing agency do?
It runs the online channels that bring in members and applications: search, AI-answer visibility, paid search and social, social media, email, and the website. RC Strategies plans those channels around the products the credit union needs to grow and reports results by channel in funded accounts, loans, and deposits rather than clicks.
How is a credit union marketing firm different from a general or bank agency?
Credit unions are member-owned, so they grow through relationships and trust as much as through products. A credit union firm targets within the field of membership, writes ads that meet NCUA's advertising rules, and reports to a board that wants growth tied to funded accounts. RC Strategies builds every program around those three things.
What marketing services does RC Strategies provide credit unions?
Nine services in four groups:
Brand and digital experience: branding and websites.
Growth marketing: digital marketing, paid media management, and marketing automation and member journeys.
AI and technology: AI marketing and HubSpot for credit unions.
Leadership and planning: fractional CMO and multi-year strategic planning.
A credit union can hand RC Strategies the whole growth function or one piece of it.
Do you design and build credit union websites?
Yes. RC Strategies builds credit union websites around opening accounts and applying for loans, connected to the account-opening and loan platforms the credit union already runs. Completion is tracked by source, so the credit union sees which channels produce funded accounts.
How do you keep credit union advertising compliant?
Compliance is built into every ad and landing page: the NCUA official advertising statement, the disclosures deposit-rate offers require, and the terms lending rules require when a rate or payment is advertised. Campaigns go through the credit union's compliance review before launch.
How do you tie marketing to funded loans and deposits?
RC Strategies connects the credit union's marketing platforms to its core and loan systems before any media runs. Every campaign is then reported as cost per funded account by channel, along with loan and deposit growth attributed to marketing, in a view the board can read.
Which credit unions do you work with?
Credit unions between $500M and $3B in assets. WeFlorida Financial is one of them: RC Strategies leads its growth strategy and execution, member and deposit campaigns, member experience automation, and its new website.
How do you support credit unions through a merger?
With communications for members and staff, brand work for the combined institution, and growth planning once the merger closes. The credit unions RC Strategies has worked with through mergers are not named, because of the sensitivity of those transitions.
How should a credit union choose a marketing agency?
Look for credit union experience specifically, results reported in funded loans and deposits rather than impressions, a partner that builds and runs programs instead of only advising, and a working knowledge of credit union advertising rules. Our vetting checklist and agency guide go deeper.