Case Study: United Heritage Credit Union achieves 41.7% higher email open rates and an 11% asset increase with Adobe Marketo Engage (Adobe)

United Heritage Credit Union leverages Adobe Marketo Engage to better serve existing members and attract new members, while influencing an 11% asset increase

United Heritage Credit Union (Austin, TX) is a member-owned, not-for-profit financial cooperative that needed to attract new members and deepen relationships with existing ones amid shifting expectations for digital, personalized engagement. UHCU’s challenge was to grow assets and achieve economies of scale while communicating with individuals based on behavior that reveals their interests and needs across email, web, social, and traditional channels.

By implementing Adobe Marketo Engage to automate behavioral targeting and integrate channels (email, Facebook, ads, direct mail), UHCU launched personalized journeys, onboarding sequences, and individualized messages. The program raised email open rates by 41.7% (to 54.7%), click-through rates by 40.5% (to 5.2%), cut unsubscribes by 71%, and helped drive double-digit asset growth (about 16%, roughly $200M).

United Heritage Credit Union

Brittany Walla

Digital Communication and Content Manager