Bethpage Federal Credit Union Expands Use of Intuvo’s Digital Marketing Solutions to Advance Member Onboarding Success

Intuvo | Bethpage
After success using Intuvo’s digital marketing platform to improve mortgage lending, credit union turns to Intuvo to drive personalized onboarding efforts.

Scotts Valley, California | March 21, 2018

Intuvo (www.intuvo.com), a leading provider of marketing automation software to the credit union industry, has announced that Bethpage Federal Credit Union has expanded its use of Intuvo’s digital marketing solutions to include new member onboarding.

Intuvo configured an automated data feed from both the loan origination and core system, making the implementation a seamless plug-and-play.  As a result, the credit union successfully implemented and executed its new onboarding strategy within two months.

Upon implementation, Bethpage created an automated -month trigger program that provided a highly segmented and personalized onboarding experience for new members. The member experience was personalized with information on the member’s location, age, interests and the channel used to join the credit union. Content was then tailored specifically to the member’s situation, allowing for a one-to-one experience that’s not possible with traditional tools. 

“With the significant improvement we saw in net promoter scores for mortgage processing, we wanted to leverage the Intuvo system beyond mortgage lending and implement a new member onboarding trigger program to deepen member relationships,” notes Jerry Schmitt, senior vice president marketing at Bethpage.  “Working with Intuvo has been an absolute pleasure. The platform is robust, and the service team has been outstanding.”

In September of 2015, the credit union implemented Intuvo’s Mortgage Accelerator, a CRM and marketing platform designed to streamline loan processing and increase member satisfaction.  Using the marketing platform to better engage members, Bethpage experienced significant boost in net promoter scores.

“Our goal, as a part of CU Direct, is to help credit unions increase cross sells and member satisfaction by sending the right message, to the right member, at the right time,” said Jeff Shood, Intuvo CEO. “Working with Jerry and Bethpage on this project was a unique joy, as Bethpage developed the most tightly segmented strategy we’ve seen a credit union build to date. Their work demonstrates just how effective and successful one-to-one marketing can be, when you have great credit union leadership, a strong marketing team and the right technologies.”

Intuvo clients have consistently experienced up to a 30% increase in their lending business by automating the analysis of real-time member data and triggering personalized communication via email, direct mail and sales force automation.