By: Larry Meador

CEO Evok Advertising


SITE NOTE: The below focuses primarily on credit union and banking but is relevant across multiple verticles


Managing finances as an individual is no easy task, especially in a changing economy with more fast-paced lifestyles than ever. How is a small credit union going to navigate these waters? With solid targeted marketing and strategy behind user-friendly online and mobile applications, land is on the horizon.

Different Digital for Different Folks

Closing the generational gap between native and non-native digital users is as easy as using effective search engine marketing and strong social media content to drive different types of customers towards a bank. Using targeted marketing can help you reach a wide range of demographics more easily, including those concerned about savings, monitoring spending, managing debts, or keeping their money secure even in a virtual space.

Successfully targeting your campaigns with personalized content towards different consumers is as easy as understanding different spending styles. For non-native digital users and skeptics, emphasizing security and offering instant account protection or card cancelling with one click, is a solid marketing strategy.

For native users and those looking to switch from big banks to a smaller credit union, offering quick onboarding through a new website or app can help an on-the-go type feel like they barely lifted a finger. If this sounds like a tall order for a small credit union, content marketing strategy can be a boon to fleshing-out social media pages, getting word of new features to current and past customers. Targeted marketing to past customers can be a huge benefit if the bank is adding a user-friendly app and can increase conversions.

Digital banking through a home browser is one of the easiest ways a customer can access their daily finances, and offering quick updates on account balances and activity via an easy user interface can make all the difference. A change of address, money transfers, and digital statements should all be easy to view and edit for a positive user experience. Personalized products with online capabilities like customizable font sizes for older customers, credit limits and savings goals set by the user can make a consumer feel positive about their finances and about the credit union as a whole.