Case Study: Unitus Community Credit Union doubles cross-sell and boosts profitability with Baker Hill Analytics

Unitus Community Credit Union - Customer Case Study

Unitus Community Credit Union, which serves 86,000 members in Oregon and Washington, faced a clunky, unresponsive MCIF and limited internal resources that kept them from executing targeted marketing and profitability analysis. To overcome this, Unitus engaged Baker Hill and implemented a customized application of Baker Hill’s data warehousing, business intelligence, and marketing analytics solutions.

Baker Hill delivered an integrated, web‑based analytics platform that gave Unitus a 360° view of branches, accounts and products, enabled targeted campaigns to Generation X and Millennials, and produced a predictable “next best product” for members. Using Baker Hill’s solution Unitus doubled its cross‑sell metric, gained clear product profitability insight, improved member communication, and increased overall profitability.

Unitus Community Credit Union

Lori Fink

Marketing Manager