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 can take a deep dive into cards, rewards, money movement, onboarding, reboarding, and overall payments marketing strategy.
You want to ensure marketing campaigns feel personal and are relevant to the members receiving communications. Blanket campaigns to all members are costly and less effective than targeted campaigns that communicate relevant offers to the right members at the right time. So how do you ensure you reach the right members?
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.
The Snapshot Analysis, valued at $2,500, is a service to credit unions that shows the power their payments data holds. Synergent automates marketing solutions, allowing you to easily reach targeted members most likely to be interested in the promotion you are offering. 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.

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