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MemberTree Consultancy was created to provide credit unions with a precise marketing focus to ensure success and growth. MemberTree Consultancy not only markets you more strategically, but also provides educational resources to empower your internal marketing team.

Being able to understand where your credit union needs to focus its efforts in order to increase overall assets is one part of the equation. Once the financial objectives have been established, how does your credit union properly obtain those goals? How does your credit union properly go to market, train your employees for optimal performance and perhaps recognize new profit centers?

MemberTree strives to clearly understand the marketing and business environment in which our clients operate. Only then can MemberTree advocate the proper marketing and advertising principals that have served our clients well for over 35 years.

We help you understand your current member mix to ensure you are communicating to them accordingly. We also train you on how to data-mine your current member information to discover potential opportunities and how to properly take action on new objectives. MemberTree Consultancy becomes a branch of your marketing department by providing overall marketing consultation, development and support.

The level at which you engage MemberTree’s services is up to you. Be it market research, data management, plan development or creative concepting – MemberTree successfully does it all.

Whether you’re a VP of Marketing or a credit union Marketing Associate, MemberTree’s marketing training sessions will provide you with the tools necessary to structure and execute the elements of an integrated marketing communications plan. A key objective will be to help you learn how to maximize your member database in order to create relevant communications for cross-selling products and services. After the training you will better understand how to influence your members and prospects through service, loyalty and segmentation.

Topics include:

  • Service from a Member Point of View
  • Member Cross-Selling
  • Brand Equity
  • Member Acquisition
  • How to Structure a Marketing Communications Plan

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