Business Details
Credit Union Marketing & Operations Support Services
As a Fractional CMO specializing in credit union marketing and operations, I bring 17+ years of hands-on experience to help financial institutions grow and streamline their processes. My approach combines streamlined efficiency, clean design, and seamless implementation to transform complex challenges into actionable strategies. I work with credit unions of all sizes, from small-asset institutions to large organizations, providing tailored support through retainer-based programs. My services include core conversion assistance, compliant marketing campaigns, vendor negotiations, and staff procedure development.With a proven track record since 2008, I offer flexible communication channels and scalable solutions to meet evolving industry needs. My expertise extends to technical support, campaign execution, and strategic planning designed specifically for credit union growth. By focusing on both marketing excellence and operational efficiency, I help institutions enhance member experiences while achieving measurable business outcomes.
Services
Core Conversion Assistance
Compliant Marketing Campaigns
Vendor Negotiations
Staff Procedure Development
Member Onboarding Solutions
Highlights and features
- 17+ years of credit union marketing expertise
- Proven core conversion assistance methodology
- Customized compliant marketing strategies
- Vendor negotiation specialists for financial institutions
- Retainer-based support with 6-12 month agreements
Services
Core Conversion Assistance
We provide comprehensive core conversion support including artwork, templates, and communication materials. Our ready-to-use assets streamline transitions with branded postcards, TV slides, and member notices. Services include lobby signage, social media kits, and video tutorials tailored to credit union branding.
Compliant Marketing Campaigns
Our marketing materials ensure adherence to financial regulations while maintaining brand consistency. Services include newsletter templates, campaign development, and promotional content creation that meets compliance requirements for credit unions.
Vendor Negotiations
We assist credit unions with vendor contract analysis and negotiation. Our expertise helps institutions optimize service agreements while maintaining operational efficiency and cost-effectiveness during technology implementations.
Staff Procedure Development
We create customized staff guides and procedures for new product implementations. Our documentation includes 90-day conversion timelines, product guides, and fillable PDF forms to ensure smooth operational transitions.
Member Onboarding Solutions
Our member onboarding tools include tutorial videos, instructional materials, and communication packages. These resources help members adapt to new technology through step-by-step guidance for online banking features and mobile applications.
People
Bobbie Garner
Fractional CMO for Credit Unions
Marketing professional with 17+ years of credit union experience. Specializes in strategic marketing and operational efficiency for financial institutions. Proven track record in core conversions and campaign development.
Questions
What credit union services do you specialize in?
We specialize in core conversion assistance, compliant marketing campaigns, vendor negotiations, and staff procedure development for credit unions of all sizes.
Do you work with small credit unions?
Yes, we provide tailored support for small credit unions including grant assistance and scalable marketing solutions designed for their specific needs.
How do your retainer programs work?
Our retainer programs offer ongoing marketing and operations support with 6-12 month agreements. Services include strategic planning, campaign execution, and technical assistance as needed.
Can you help with digital marketing?
Yes, we provide social media kits, website copy updates, and digital marketing materials including Canva templates for credit union branding.
What conversion materials do you provide?
We offer ready-to-use postcards, TV slides, lobby signs, social media kits, and video tutorials customized to your credit union's branding and conversion needs.