The Challenge

The credit union approached us with a clear challenge: to elevate the digital experience and digital brand, particularly targeting the dynamic young adult demographic, with a primary focus on women aged 18-45.

We recognize the importance of digital presence in today's landscape, so we not only aim to create a modern and visually appealing website, but also enable features on the client's website that will help provide a unique and customized user experiences. Central to this objective was the integration of personalized messaging, leveraging data analytics to optimize user interactions. Through this strategic approach, we wanted to enhance user engagement and satisfaction and establish a lasting connection with their target demographic, positioning the client's brand as a trusted and relevant choice in their members' financial journey.

The Goal

• Digital branch that not only informs the potential user but creates a simple yet enlightening experience
• SMART content on website and showcasing reviews and referrals
• Lead generation on product pages for follow-up and tracking
• SEO-optimized content helping throughout the buyers' journey

The Result

The revamped website for the credit union yielded impressive outcomes across various fronts. There was a notable increase in new contacts generated through blog content as well as website pages from organic search, indicating improved content exposure and SEO optimization. Just from the graph below you can see the drastic increase in the number of new contacts in 2024 in comparison to 2023:

This graph demonstrates our commitment to providing valuable content and optimizing the website for improved search visibility, resulting in tangible growth in audience reach and engagement. Additionally, website forms strategically positioned as gateways for product applications experienced a significant uptick in submissions, showcasing a 175.5% increase post-website launch.

Below are some unique features included in the website that turn a regular website into an operational digital branch.

Google Reviews:

Featured organization reviews on the header of each product page:

Ability to View Live Google Reviews Automatically on the Website:

SMART Content:

Custom Homepage Experience Based on Website User Behavior:

Lead Capture and Member Acquisition

Our website lead capture forms were designed as a simple prerequisite before proceeding with any third-party product applications, enabling us to capture leads for follow-up and track the efficacy of our product page applications. Since the launch of the new website, we observed a remarkable surge in website views, with an increase of nearly 150%. Additionally, form submissions skyrocketed by 175.5% compared to the period before the website launch, surpassing our goals for both product applications and lead generation.

We analyzed the performance of a specific product page, "Restart Checking," comparing its metrics in 2023 versus 2024 after the website upgrade. There was a substantial increase in organic search page views and new contacts. 

Jan 2023 - May 2023:

Jan 2024 - May 2024:

Below is another website page that has significantly boosted member acquisition—the "Join Now" page. The organic page views went up by 608.12% and the number of new customers in the same time period went up by 166.67%!

Jan 2023 - May 2023

Jan 2024 - May 2024

In Conclusion

Even though Finex Credit Union is small in size, they think big and implement strategies to grow faster and be known in the marketplace as the leader in technology and innovation. The new website allows them to showcase their reviews & positive experiences along with their technology in a user friendly manner. It completely operates as a digital branch that deepens relationships with current members, generates highest number of leads and provides valuable content to build trust with their potential members. Does this mindset resonate with you? We would love to partner with you and help turn your website into a 24/7 operating digital branch.

You can do this for your Financial Institution as well, and we can help!

  Contact us today to discuss and click here to learn more about working with our team! 

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