Transforming F3 Credit Union's Digital Presence
Key Contributions / Highlights
- Drove $829K in Funded Summer Loans: Orchestrated a targeted email and digital campaign that exceeded its $600K goal by 38%, identified through data analysis with the CEO.
- Secured $10M in Retained Deposits: Conducted in-depth market analysis of 17 competitor CD promotions, providing data-driven insights that empowered leadership to develop a competitive promotional strategy.
- Generated $3.9M in Auto Loan Deals: Initiated contact with 133 car dealerships/brokers, qualifying 42 partners, and securing significant funded deals within one year.
- Enhanced Campaign ROI via UTM Tracking: Implemented UTM tracking across 30+ campaigns, significantly decreasing campaign cost and enabling detailed analysis of traffic sources for improved ROI.
Strategic Market Analysis – Driving $10M in Deposit Retention
Leveraging Competitive Insights
Auto Loan Growth – $3.8M Funded Through Dealer Partnerships
Building a New Channel for Growth
Building a New Channel for Growth
Building a Partnership with San José State University
A Strategic Partnership for Growth
Building a New Channel for Growth
Multi-Channel Content Creation & Holistic Management
Implementing Content Strategy for 30+ Campaigns
Rebranding Pacific Postal Credit Union to F3 Credit Union
Strategic Rebrand for Modern Innovation
Strengthening Community Relationships
Building Connections Through Targeted Community Outreach
Developing a New Conversion Process – $263K in Funded Loans
Pioneering a Loan Application Funnel Strategy
Maximizing Results with Cross-Platform Analytics
Delivering Results with Cross-Platform Analytics