By Published On: November 30, 2016

Our new client, ClearChoice, created a unique shopping program called Savvi Shopping for credit unions. Savvi Shopping provides a branded shopping portal and an account-based loan-underwriting tool that allows members of their partner credit unions to shop interest-free with no credit checks.

In addition to the shopping portal and loan services, ClearChoice wanted to offer a turnkey marketing campaign to their new credit union clients. That’s where we came in.

We started by strategizing a multi-touch, multi-tactic marketing plan to introduce Savvi Shopping to credit union members. Our challenge was to create excitement around the program, while not appearing overly promotional – especially in the beginning, when education was key.

We chose to keep the branding simple so as not to compete with each credit union’s brand, and so the materials could be customized quickly and easily for each new credit union that signed up.

The final product included four direct marketing touch points  (letter, postcard and emails) and general marketing tactics including a landing page, banner ads, a brochure and a video.

Campaigns are currently rolling out with four new credit unions, so data is still being collected, but initial results are exceeding those from previous marketing materials.

d.trio featured work savvi shopping

About the Author: cat-tonic

Born of curiosity and enthusiasm, we’re a scrappy group of smart, passionate marketers who work hard and play hard. We show up every day and fight for our clients who are making the world a better place. We listen with curiosity, explore deeply, ask hard questions, and sometimes put forth ideas that might make you squirm. Because we believe the status quo is good for growing mold but not much else. The way we see it, change is the way forward and the magic happens when curiosity, math, science, instinct, and talent intersect.
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