Case Study: Advance Financial Credit Union boosts brand awareness and member engagement with The Barbauld Agency

Advance Financial Credit Union doubles HELOC closings with The Barbauld Agency

The Barbauld Agency partnered with Advance Financial Credit Union (affcu), a community-focused financial institution facing dwindling membership, an aging customer base, and a complete lack of digital marketing. The challenge was to modernize the credit union's brand to appeal to younger generations and shift its outdated marketing strategy.

The Barbauld Agency's solution involved comprehensive market research, a full rebrand, and a diversified marketing strategy that moved from rigid quarterly planning to a seasonal, trend-based approach. This included new outdoor advertising, digital radio, and targeted email campaigns. The Barbauld Agency's efforts resulted in over 1.38 million billboard impressions, a successful campaign that doubled the number of HELOCs closed, and a 10% success rate in reactivating inactive accounts through email, significantly improving customer retention.

Advance Financial Credit Union (affcu)