Case Study: SkyOne Federal Credit Union boosts member acquisition with Extole

SkyOne Federal Credit Union boosts account acquisition with Extole during the pandemic

SkyOne Federal Credit Union wanted to help its business development teams boost lead generation and grow its client base during the pandemic, when in-person sales were not an option. Their challenge was to create a program that could drive online acquisitions remotely and attribute them back to each individual Concierge. They turned to the vendor Extole for a solution.

Extole implemented two programs: "Refer Your Concierge," which allowed members to refer friends directly to their concierge, and a "Sales Welcome Offer," where concierges could share personal links with prospects. This solution led to a significant increase in account acquisition and higher conversion rates for SkyOne Federal Credit Union.

SkyOne Federal Credit Union