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

Clearview Federal Credit Union Modernizes Marketing and Lead Management with BDO Digital

Clearview Federal Credit Union, a financial institution serving Southwest Pennsylvania, faced challenges in its digital marketing and lead management, struggling with reactive strategies and a lack of integrated data. To modernize its approach, the credit union engaged vendor DemandGEN to implement and optimize Marketo, aiming to create a more proactive, data-driven marketing system that could deliver a seamless member experience.

DemandGEN executed a three-phased solution, beginning with the Marketo implementation and leading into the development of a lead nurture framework and scoring model. This enabled Clearview to effectively segment its audience, deliver relevant communications, and for the first time, hand off highly qualified leads to its sales teams. DemandGEN continues to provide ongoing consulting to further refine these processes and integrate additional tactics, setting Clearview on a successful path toward its digital transformation goals.

Clearview Credit Union

Bill Snider

AVP of Marketing and Digital Experience