Conversion Campaigns
Core conversions are complex, but communicating with your members can be smooth sailing.
Synergent is like no place else. Our dedicated Marketing Solutions team works directly with core data to create custom communication strategies and solutions.
Over 200 credit unions have partnered with Synergent to craft unique, successful core conversion communications. Because of our unique, collaborative experience, we know how important it is to communicate to members at the right time, through the right channel, with the right key messages during this process. We produce customized, member-centric conversion guides, newsletters, banner ads, statement inserts, postcards, and in-branch advertising that includes the credit union brand, name, and logo. Every partner credit union is assigned a dedicated Client Success Manager (CSM) as a single point of contact, guide, and liaison to create successful conversion communications. Your CSM collaborates with you on messaging, creative design strategy, and targeted data mining to determine specific audiences. With your dedicated CSM, your partnership with Synergent is personal, with friendly, helpful, and informative access just an email or a phone call away.
During your conversion, Synergent helps communicate the process to staff and members with a comprehensive set of materials designed to inform, excite, and educate.
Preparing Staff and Educating Members
The Synergent team can provide each credit union with a customized, tailored timeline for staff to use as a tool to guide timing and frequency of varied conversion communications to members as their “live date” approaches.
Conversion week is an important time to make sure employees do not become too stressed or overwhelmed. Keeping staff informed of the process and including everyone in timelines, communication plans and the process is a key to success. Synergent can help make it exciting with a conversion countdown, performance awards, games, competitions, and a celebration when conversion is complete.
Members are the reason behind a conversion, and our communications focus on the benefits they will gain and ensure that they understand why the change is occurring. Being consistent with messaging and communicating through multiple channels is how we reach as many members as possible. Synergent can customize newsletters, banner ads, statement inserts, postcards, and in-branch advertising with any credit union’s name and logo. Our team can share comprehensive conversion materials with membership directly, both via email, online and in print.