After success using Intuvo’s digital marketing platform to improve mortgage lending, credit union turns to Intuvo to drive personalized onboarding efforts.

Scotts Valley, California | March 21, 2018

Intuvo (www.intuvo.com), a leading provider of marketing automation software to the credit union industry, has announced that Bethpage Federal Credit Union has expanded its use of Intuvo’s digital marketing solutions to include new member onboarding.

Intuvo configured an automated data feed from both the loan origination and core system, making the implementation a seamless plug-and-play. As a result, the credit union successfully implemented and executed its new onboarding strategy within two months.

Upon implementation, Bethpage created an automated -month trigger program that provided a highly segmented and personalized onboarding experience for new members. The member experience was personalized with information on the member’s location, age, interests and the channel used to join the credit union. Content was then tailored specifically to the member’s situation, allowing for a one-to-one experience that’s not possible with traditional tools.

“With the significant improvement we saw in net promoter scores for mortgage processing, we wanted to leverage the Intuvo system beyond mortgage lending and implement a new member onboarding trigger program to deepen member relationships,” notes Jerry Schmitt, senior vice president marketing at Bethpage. “Working with Intuvo has been an absolute pleasure. The platform is robust, and the service team has been outstanding.”

In September of 2015, the credit union implemented Intuvo’s Mortgage Accelerator, a CRM and marketing platform designed to streamline loan processing and increase member satisfaction. Using the marketing platform to better engage members, Bethpage experienced significant boost in net promoter scores.

“Our goal, as a part of CU Direct, is to help credit unions increase cross sells and member satisfaction by sending the right message, to the right member, at the right time,” said Jeff Shood, Intuvo CEO. “Working with Jerry and Bethpage on this project was a unique joy, as Bethpage developed the most tightly segmented strategy we’ve seen a credit union build to date. Their work demonstrates just how effective and successful one-to-one marketing can be, when you have great credit union leadership, a strong marketing team and the right technologies.”

Intuvo clients have consistently experienced up to a 30% increase in their lending business by automating the analysis of real-time member data and triggering personalized communication via email, direct mail and sales force automation.

About Intuvo

Intuvo, a CU Direct company, is a leading marketing automation software platform to the credit union industry. Intuvo helps credit unions grow their lending business by automating the analysis of their customer base and then triggering personalized marketing via email, direct mail and text messaging. Intuvo’s marketing automation tools are customized and deployed within 30 days, unlike traditional and generic CRM and marketing automation platforms. Industry leading organizations leverage Intuvo’s solutions to effectively increase borrower satisfaction and loan volume.

About Bethpage

Bethpage Federal Credit Union is a premier community financial institution committed to enriching the lives of its members, employees and the communities it serves for over 75 years. Bethpage is the largest credit union in the Northeast Region, as well as 16th in the nation. Bethpage is a federally chartered credit union that is open to new members that open a membership account with $5 dollars. As a financial cooperative, Bethpage offers great rates, low fees and world-class service, and a full menu of personal and commercial financial services.

On Long Island, Bethpage maintains branch locations in Albertson, Baldwin, Bay Shore, Bay Shore King Kullen, Bethpage, Centereach, Central Islip, Commack, East Northport, Elmont, Farmingdale, Freeport, Glen Cove, Hempstead, Huntington, Levittown King Kullen, LIU Post (Brookville), Long Beach, Lynbrook, Massapequa, Melville, Mineola, North Babylon, Patchogue, Port Jefferson, Riverhead, Roosevelt, Seaford, Smithtown, Valley Stream King Kullen, West Babylon, and Westbury. In New York City, Bethpage maintains a branch location at 111 W 26th Street. For more information on Bethpage’s robust portfolio of banking, borrowing, and investment services, visit www.lovebethpage.com or call 1-800-628-7070.