Case Study: TruStone Financial achieves 68.8% average open rate on nurturing emails with Act-On Software

TruStone Financial achieves average of 68.8% open rate on nurturing emails

TruStone Financial is a member-owned credit union founded in 1939 with 14 branches across Minnesota and Wisconsin and $1.34B in assets. Facing rising member expectations for personalized digital communication, the marketing team needed a secure, user-friendly marketing automation tool to deliver timely, relevant messages and improve efficiency across organizational and branch-level campaigns.

TruStone implemented Act-On to manage segmentation, automated onboarding, landing pages and targeted one-off promotions, supported by hands-on vendor assistance and templates. The platform helped streamline workflows and boost engagement—nurturing emails averaged a 68.8% open rate, follow-ups 42.5%, and highly segmented sends reached up to 83.3%—enabling more timely, relevant outreach and an improved member experience.

TruStone Financial

Steve Steen

Chief Business Officer