Surge

When new members neglect to enroll in essential services like home banking, bill pay, and mobile banking at your credit union, it's crucial to take proactive steps to maximize their engagement. OnCore Surge, an innovative on-boarding tool developed by United Solutions, is designed to convert these marginal members into valuable income generators.

OnCore Surge streamlines targeted marketing campaigns via text, email, or mail, leveraging built-in SQL queries that pull directly from the DataSafe or XP2 core systems. This ensures that credit unions always have the most current member information at their fingertips, eliminating hassle and improving campaign effectiveness.

Key Benefits:

  • Targeted Communication Channels: Reach members effectively through their preferred communication channels—email and SMS text messages. Research indicates that SMS messages have a significantly higher open rate (98%) compared to emails (20%), ensuring that your messages reach and engage more members effectively (Source: Mobile Marketing Watch).
  • Personalized Marketing Campaigns: Utilize built-in queries that pull real-time data from your core systems, ensuring that every communication is based on the most current member information. This personalized approach enhances relevance and response rates, driving member participation in crucial services.
  • User-Friendly Interface: OnCore Surge is designed with simplicity in mind, empowering credit union administrators to execute sophisticated marketing strategies effortlessly. No technical expertise is required, allowing your team to operate efficiently and appear as marketing geniuses.
  • Enhanced Member Engagement: By proactively communicating the benefits of home banking, bill pay, and other credit union services, OnCore Surge increases member awareness and participation in these essential services. Engaged members are more likely to become loyal advocates, driving long-term profitability for your credit union.
  • Measurable ROI: Implementing targeted communication strategies through OnCore Surge not only enhances member satisfaction but also delivers measurable returns on investment. Studies show that personalized emails can improve click-through rates by 14% and conversion rates by 10% (Source: Aberdeen Group).

Key Features:

  • Email Communication: Create simple custom email communications and include attachments and images. Regularly emailing your membership about your services is crucial for maintaining engagement and ensuring they stay informed. Studies show that consistent communication with members leads to higher retention rates and increased likelihood of them utilizing additional products and services offered by the credit union (Source: Aberdeen Group).
  • Real-time Data Integration: Create campaigns effortlessly linked directly to DataSafe and XP2 core systems. Credit unions can pull SQL queries immediately to access the most updated member information, enabling personalized and targeted marketing efforts.
  • SMS Campaign Capabilities: Utilize OnCore Surge to create and send text campaigns directly from the software. Leveraging AWS ensures texts are sent efficiently, minimizing redundancy to landlines and fake numbers. SMS messages, in particular, boast a significantly higher open rate (98%) compared to emails (20%), ensuring maximum engagement (Source: Mobile Marketing Watch).
  • Postcard Campaign Management: Easily design and deploy postcard campaigns within the software. Credit unions can choose preferred print vendors or utilize United Solutions' vendor network for streamlined printing and postage.
  • Automated Campaign Scheduling: Leverage the automation feature to schedule campaigns ahead of time. Set up recurring campaigns like "Happy Birthday" emails or schedule specific campaigns for optimal days and times without ongoing manual intervention.

Starter Campaigns Included:

Upon purchasing the OnCore Suite, which encompasses OnCore MRM, OnCore Surge!, and Business Intelligence Reports, United Solutions' Marketing Department offers comprehensive support to develop five starter campaigns within SURGE Marketing. These campaigns include:

  • Welcome to Our Credit Union
  • Have you opened your checking / debit card?
  • Birthday Wishes
  • Auto Loan
  • Credit Card
  • Follow Us on Social
  • Personal Loan
  • Financial Planning

At United Solutions, we aim to be your strategic business partner in achieving success. By harnessing the power of OnCore Surge, credit unions can enhance member engagement, drive product adoption, and ultimately strengthen their financial performance. Embrace OnCore Surge to elevate your marketing efforts and transform marginal members into active participants who contribute to the long-term success of your credit union.