Case Study: CSE Federal Credit Union achieves organic growth and higher engagement with Marquis

CSE Federal Credit Union drives $16.6 million in balances with Marquis

CSE Federal Credit Union sought to increase organic growth and member household profitability in an unfavorable market, but its previous reliance on mass advertising made tracking ROI and demonstrating results a challenge. To address this, the credit union partnered with vendor Marquis to leverage its Marketing Data Platform, strategic consulting, and digital communication services.

Marquis implemented a solution that provided a 360-degree view of member data, enabling CSE FCU to identify life stages and create detailed personas for targeted, multi-channel campaigns. This strategy generated 754 new accounts, $16.6 million in new balances, and a 351.25% ROI. Additional benefits included increased member engagement, operational efficiency, and a proven marketing value that helped secure more budget for future efforts.

CSE Federal Credit Union