Case Study: Rivermark Community Credit Union boosts cross-sell growth with DemandGen and Marketo

Rivermark Community Credit Union - Customer Case Study

Rivermark Community Credit Union, a financial institution serving over 90,000 members, was poised for growth but needed to increase its cross-sell ratio and deepen member relationships. Their challenge was to move beyond basic digital marketing to a more sophisticated, automated approach that could deliver the right product offers at the right time. To achieve this, they engaged vendor DemandGen for assistance in implementing and optimizing the Marketo marketing automation platform.

DemandGen led the swift implementation of Marketo, integrating it with Rivermark's systems to launch targeted nurture campaigns. The solution expanded to include multi-channel efforts with lead scoring, direct mail via PFL, and telemarketing follow-ups. As a result of working with DemandGen, Rivermark achieved a significant and cumulative increase in its average services per member, growing its cross-sell ratio from 2.57 to over 2.86 and successfully improving member engagement.

Rivermark Community Credit Union

David Noble

SVP Marketing