Case Study: Regional Credit Union modernizes marketing and lead management with BDO Digital

Regional Credit Union advances digital marketing in 3 phases with BDO

The regional credit union faced challenges in its digital transformation, lacking the tools and strategy for effective marketing and lead nurturing. Its reactive approach and absence of data-driven KPIs hindered its ability to meet member expectations for seamless experiences. To modernize its marketing, the credit union engaged BDO Digital to implement and optimize Marketo.

BDO Digital executed a three-phase roadmap, beginning with the Marketo implementation and data discovery. They then established a lead nurture framework and scoring model, integrating it with the credit union's core data system. This enabled the marketing team to hand over highly qualified leads to sales and deliver timely, segmented communications. BDO Digital continues to provide consulting to further refine lead management and expand into personalization and campaign attribution.

Regional Credit Union