Symitar Suite of Services
From targeted marketing to transactional data mining, Synergent has the tools and expertise to help your credit union with virtually any marketing communication or campaign. We’ve partnered with credit unions across the country and continue to deliver quantifiable results. Using the power of your own data, we can help design your campaigns for optimal effectiveness and return on investment.
The Suite of Services
Synergent offers all credit union marketers a suite of services that can work together or independently, depending on individual credit union needs and goals. But Symitar credit union marketers have an enhanced experience using these tools with additional features, functionality, and return on investment.
Synergent integrates marketing automation directly with the Symitar core. This allows for fast-to-market, turnkey solutions that exceed expectations. From strategy and custom creativity, to analysis and reporting, driving your return on marketing investment is our goal. We have experience in over 1,500+ unique, data-driven projects with over 120+ credit unions.
We invite you to review the innovative product and service offerings available in our Credit Union Marketer’s Toolkits, all available for download by clicking the button to view Synergent's online Resource Center.
Transactional Data Mining
The benefits of leveraging transactional data to better serve members are clear—the power of data to place the right message, to the right member, at the right time has never been more powerful for response rates, results, and ultimately return on investment. Unlocking the member data on your core can recapture lending and create opportunities to connect and resonate with members.
By narrowing the target list in each marketing campaign, you reach members most likely to be interested and engaged in your promotional activities, effectively saving your credit union time and marketing dollars, and increasing return on marketing investment! Synergent is your single source for data mining, segmenting, distributing campaign materials, and analyzing campaign success.
Automated Email Marketing
Email marketing remains a top channel to engage membership. Synergent's Email Marketing Platform integrates with your core to enable transactional email automations sculpted by your goals and objectives. Mobile responsive design is essential and all of Synergent’s custom graphic designs have a clean, modern appearance, whether the email is viewed on a traditional computer screen or a mobile device.
After an email campaign is sent to members, the benefits of automated email marketing continue. With real-time reporting, integrated analytics, and calculation of return on investment, marketing campaign metrics can be easily accessed and reviewed. Whether messaging is a cross-promotional notification or a seasonal lending incentive, an email marketing campaign provides valuable product and service information to your membership while increasing credit union profits.
New Member Onboarding and Reboarding
The first 90 to 120 days (about 4 months) of a new member's journey present the strongest window for introducing them to additional products and services. That’s where onboarding and reboarding can make a real difference.
Onboarding is a strategic campaign driven by personalized, multi-channel outreach that strengthens engagement and boosts long-term member retention. Reboarding applies a similar approach, but targets established members instead. By reintroducing them to the full suite of offerings, reboarding ensures these members stay informed and feel connected.
With credit union priorities centered on growth and satisfaction, onboarding and reboarding together serve as powerful tools to enhance the member experience. Harnessing data from core transactions and product usage reveals fresh opportunities for meaningful member interaction.
Conversion Campaigns
Keeping members informed of change during a conversion or migration is invaluable and maintains a personalized feeling of connection to your credit union. Synergent is here to guide your team to develop a comprehensive member communication strategy, recommend key messages to share, and implement a timeline to help get the word out quickly and efficiently.
Let’s work together to develop member communication campaigns that address your conversion with fun themes. Postcards, statement inserts, posters, newsletters, web, and branch messaging are great ways to effectively communicate new changes that benefit members.