Case Study: TopLine Federal Credit Union achieves rapid, personalized member onboarding and improved engagement with DH Corporation’s Touché Analyzer

TopLine Federal Credit Union Gets Personal with Its Members — with Help from Touché® Analyzer and Campaign Development Services

Topline Federal Credit Union, a $350M, five-branch credit union with a two-person marketing team, needed to move off a legacy MCIF and translate its onboarding matrix into Touché Analyzer while preserving its highly personalized “Red Book” member service. Seeking a partner who could step in on projects they couldn’t staff, Topline selected DH Corporation (Touché Analyzer) because of prior integrations with UltraData and Cavion and the vendor’s strong professional services reputation.

DH Corporation’s Campaign Development Services provided an analyst who customized and implemented Topline’s onboarding matrix in Touché Analyzer, accelerated the conversion, and adjusted system rules to match the credit union’s 90–120 day engagement window. The delivery enabled personalized touches (including a handwritten thank-you within a week), serialized multi-channel outreach, and measurable campaign tracking—giving Topline faster onboarding execution, improved targeting, and the ability to track response and conversion to drive retention and ROI.

Topline Federal Credit Union

Vicki Roscoe Erickson

Vice President, Marketing