Marketing Automation

Let’s face it; getting social with today’s member can be difficult. Members want us to be where they are at when they are at. They want us to be viral and to be social with them on their terms. Today’s member required you to have a virtual team.

Xtend drives messages by automating the Member Reach Program. This allows for increased accuracy, guaranteed workflow and calendar driven events all intended to drive your brand without overwhelming the member with over communication or your staff with respect to their time. Think of Member Reach as your data analyst and strategist for your automated delivery program.

Example of Member Reach Messages:

Message SubjectBody of Message
Welcome to Your Credit UnionWelcome to your Credit Union! When you joined the credit union, you not only became a member, you also became an owner. We know you have expectations of us as your financial institution and we want to ensure we meet all of them.

Please let us know what we can do to make every experience a positive reinforcement of why you've chosen us as your credit union. We look forward to having you as a satisfied
member and are excited to have you onboard!
Wish you the best birthday ever!Your Credit Union extends to you our wishes for a warm and very happy birthday!

May another wonderful year of happiness and joy be yours!

Wishing you all the best on your special day!
A Safe Way to PayHave you tried EasyPay yet? It's a safe and easy way
to receive, pay and organize your bills from the convenience of your chair.

* Simplify Your Life
* Gain Financial Control
* Save Time for the Things that Matter Most

Point-Click and Pay! Check out EasyPay on your next
visit to It's Me 247 Online Banking.
Introducing LiveChat!You demanded it, we delivered. LiveChat is now active! Conveniently located within It's Me 247 Online Banking, LiveChat is a quick and convenient way to get the answers to your questions right when you want them.

Live agents are awaiting your questions from 8am -8pm Monday-Friday and 8am-5pm ET on Saturday. Next time you have a question, don't wait on hold, get your answers on LiveChat!

Our Master Library includes more Member Reach emails like:

  • “Welcome Home”
  • “Having a Checking Is Easy”
  • “Your Loan is Reaching Payoff”
  • “You Are One Step Closer”
  • “You Are Almost There”
  • “We Don’t See You Very Often”
  • “Stop Digging for Loose Change”
  • and much more..

Once messages are selected our staff passes the content through standard spam and firewall filters. We repeat this process until we are comfortable that each message is delivered with a quality presentation members deserved. While no message can be guaranteed to pass all spam filters controlled by the ISP or the member, rest assured we do our very best!

We want to help keep the connection between you and your members. Let us help you!

Request a Demo     Contact Us | Phone: 616.285.5711 | Toll Free: 800.327.3478 | Fax: 616.285.5735
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