Hey brothers and sisters, can you spare a case study?
Posted by Tim McAlpine on August 22nd, 2007
Remember me? I’m the Canadian juggler from Currency Marketing that was picked to speak at the Partnership Symposium on October 4. With the event just over five weeks away, I am starting to prepare my presentation – Where Does Traditional Marketing Fit Into a Web 2.0 World?
To illustrate my key points, I will include real-world examples of how credit unions are integrating on- and off-line tactics in their marketing efforts to deliver killer results. Rather than just including examples that we have created for our clients at Currency Marketing, I want to include diverse examples from all over North America. That’s where you can help.
And, since I got the gig with a YouTube video, here’s another one to hopefully bring a smile to your face today (and not annoy you too much). Although I only included a few residents of Open Source CU in my video appeal, everyone is invited to take part.
I will be sure to give full credit to the agencies, credit unions and individuals involved. So what do you say? Are you in? E-mail tmcalpine@currencymarketing.ca, post a comment (without giving everything away) or, better yet, post a video response on YouTube!
Tim McAlpine is the President of Currency Marketing.
OK, Tim—I have an example for you. It may be a little outdated, and to tell you the truth, I’m not sure if the CU in question still does this. But…
...well, wait a second. Let’s get one thing straight first. If I give you this great example—you better use it. Or else I’ll kick your a**.
Well anyway, the CU is San Antonio Credit Union. A few years ago, in the height of the mortgage boom, they were experiencing high volume of loan apps, but were struggling to find highly qualified, well trained reps.
So they implemented an online loan selector tool from Experion Systems. Which, of course, helped site visitors find the best loan options for them.
But just as importantly, the CU used the OL app as a training tool for reps, and, I believe, gave the reps access to the online tool at the desktop so they could use it as an interviewing device with prospects.
The end result, of course, was not only a consistent experience between the online and offline channels, but consistency between reps.
A prospect could come into the branch, sit down w/ a rep, and walk thru the online tool. Then go home, sit down w/ the spouse, and review what was done in the branch.
I think this is one of the best examples of cross-channel integration I’ve come across.
Hi Tim. You might want to consider the Vancity Bike Share, which was a real world, brand-level event that generated mass press and utilized ChangeEverything.ca as an accountability mechanism. Email if you want more…