Case Study: InFirst Federal Credit Union achieves 24% deposit growth, 190% loan growth and 40% cut in marketing spend with Doxim Email Marketing

InFirst Federal Credit Union Leverages Doxim Email Marketing to Improve Cross Sell Initiatives

InFirst Federal Credit Union, a member-owned cooperative serving federal employees and their families nationwide, faced costly and ineffective traditional marketing that struggled to reach its geographically dispersed membership and limited cross-selling success. To more efficiently deepen relationships with new members during the critical 90–120 day onboarding window, InFirst turned to Doxim and its Doxim Email Marketing solution.

Using Doxim Email Marketing, InFirst deployed an automated seven-message onboarding email series with personalized, timed communications and list management/reporting features. The campaign drove measurable impact: 18% of new members added at least one product within three months, total deposit accounts grew 24%, loan accounts increased (executive summary: 190%), deposit balances rose by over $425,000, and promotional marketing spend fell by about 40%. Doxim’s platform also enabled ongoing surveys and reporting to sustain targeted cross-sell efforts.

InFirst Federal Credit Union

Jessica Dederer

Marketing Director