Case Study: a Midwest-based credit union accelerates organic growth with Messina Group

Midwest-based credit union projects $22.1 million in organic growth with Messina Group

The client, a Midwest-based credit union, faced challenges with organic growth due to manual and fragmented lead management processes, poor integration between their Creatio CRM and core systems, and organizational silos. Messina Group was engaged to perform a comprehensive assessment of these capabilities and develop a strategy.

Messina Group created a four-wave strategic transformation program to establish a data-driven approach. The solution included optimizing the Creatio platform, implementing marketing automation, and enhancing data integration. The program is projected to generate $22.1 million in organic revenue growth by 2027, significantly improving member retention, acquisition, and products per member.