Case Study: Truity Credit Union achieves 80–100% more leads and 3x faster campaign deployment with Act-On Software

Truity Credit Union uses targeted email to compete with the big financial players

Truity Credit Union, a medium-sized financial services organization, struggled with inadequate lead generation and nurturing, slow and time-consuming campaign development, disconnected marketing systems, and an inability to track buyer engagement or measure campaign success. These challenges led them to evaluate marketing automation solutions to centralize campaigns and gain clearer performance insights.

By adopting Act-On for its ease of use, email automation, forms/landing pages and reporting, Truity was able to run its first campaign within two weeks and implement campaigns three times faster, achieving an 80–100% increase in lead volume. The credit union also saw improved lead nurturing and buyer engagement, time and resource savings, accelerated sales funnel and increased revenue, and rated Act-On’s customer support as excellent.

Truity Credit Union

Roxy Duncan

E-commerce Senior Interactive Designer