Case Study: Resource One Credit Union achieves 84% faster budgeting and 70% campaign-focused budget allocation with Planful

Resource One Credit Union Transforms Budgeting, Empowers Success with Planful

Resource One Credit Union, a member-owned Texas credit union, faced tight budgets and limited resources that made marketing planning difficult. Marketing leader Elizabeth Seelbach lacked visibility into monthly advertising and campaign spend, relied on slow, manual Excel processes, and spent roughly 24 hours a month building the budget plus significant time on invoice matching and reconciliation.

By adopting Planful for Marketing, the team gained real-time expense visibility, automated invoice uploads and GL matching, and better campaign tracking. The change cut budget-build time by 84% (from ~24 to 4 hours), reduced invoice/GL/reconciliation work from about 3 hours to 30 minutes, and allowed 70% of the budget to be redirected to campaigns and advertising—improving ROI tracking and enabling strategic focus that contributed to Elizabeth’s promotion.

Resource One Credit Union

Elizabeth Seelbach

Director of Marketing and Digital Channels