Snapshot Analysis

Dig into your data like never before! Identify your audience, visualize trends, set your strategy, and increase your return on investment.

The Snapshot Analysis is a report that uses member transactional payments data to reveal opportunities for targeted marketing campaigns. Valued at $2,500, the Snapshot Analysis is provided to credit unions as a complimentary service that shows the power their payments data holds. We can take a deep dive into cards, rewards, money movement, onboarding, reboarding, and overall payments marketing strategy.

The member data housed in your core is incredibly valuable. The insights this data provides can help reach specific audiences most likely to be interested in certain credit union promotions. This saves your credit union time, money, and increases your return on marketing investment while providing members with valued products and services. Together, we can determine ways to leverage this data during a snapshot analysis.

From tactics to custom creative strategies, to analysis and reporting, driving your return on marketing investment is our goal. Our team has experience in over 1,200 unique, data-driven projects with over 120 credit unions.

TDM Lending Recapture

This snapshot identifies members making various types of loan payments to other financial institutions and gathers competitive intelligence on who those lenders are. The purpose is to uncover opportunities for lending recapture within membership.

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Payments Money Movement

This snapshot identifies members moving money to and from the credit union through various methods such as ACH transfers. The purpose is to understand how your members are choosing to move their money and where.

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New Member Onboarding

This snapshot analyzes product adoption, behavior, and demographics of a year's worth of new membership. The purpose is to provide insights for strategy for a new member onboarding program, and a benchmark for reviewing results after the onboarding program has begun.

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Digital Product Penetration

This snapshot analyzes digital product adoption across the entire membership. The purpose is to identify digital products that may be underutilized to set a strategy for growth.

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Existing Member Reboarding

This snapshot analyzes product adoption, behavior, and demographics for the entire membership. The purpose of this snapshot is to identify areas that need improvement and could benefit from a custom reboarding program.

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Account Dormancy

This snapshot identifies members with dormant checking and/or savings accounts at various stages of dormancy. The purpose is to inform the credit union of when the right time to reach out to dormant accounts should be.

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