Intuvo: Marketing Automation Key to Credit Unions Better Competing in Today’s Financial Services Industry

New white paper outlines the requirements for automated marketing systems that heighten credit unions’ ability to increase loans and improve member satisfaction

Scotts Valley, California | August 21, 2018

Intuvo (, a leading provider of marketing automation software to the credit union industry, has published a new white paper outlining the requirements for an effective marketing automation platform for the modern credit union.

In its paper, the company explains the importance of activity-based marketing for financial institutions, and compares and contrasts systems designed for credit unions with those designed for other industries. It also outlines the basic functionality and best practices required for successful marketing automation platforms.

The paper sheds light on the advantages and benefits of implementing a strong, effective marketing automation strategy, from loan growth to deepening member relationships, and improving overall profitability.

“Modern credit unions are interfacing with their members digitally more than in person,” said Jeff Shood, Intuvo CEO. “It’s critical that today’s credit union marketing departments improve their ability to engage members and meet their needs using the digital platforms members are accustomed to. To accomplish this requires marketing automation to be tightly integrated into the credit union’s systems, and marketing managers need to understand this landscape in order to choose the right technology. The white paper details the necessary steps and overall guidance to achieve this.”

Intuvo’s marketing and sales engine is designed specifically for the success of credit unions of any size. By syncing to the institution’s current core and loan origination systems (LOS) and combining marketing automation, data analytics, pre-populated content, and client relationship management (CRM) into one platform, Intuvo provides the modern credit union marketing department with the tools required to increase loan volume and member satisfaction.

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.

Credit unions interested in learning more can download Intuvo’s new, free White Paper Getting Started with Credit Union Marketing Automation.

About Intuvo

Intuvo, a CU Direct company, is a leading marketing automation software platform to the credit union industry. Intuvo helps credit unions grow their lending business by automating the analysis of their customer base and then triggering personalized marketing via email, direct mail and text messaging. Intuvo’s marketing automation tools are customized and deployed within 30 days, unlike traditional and generic CRM and marketing automation platforms. Industry leading organizations leverage Intuvo’s solutions to effectively increase borrower satisfaction and loan volume.