Areas of Expertise

Marketing Plans & Strategies

Your marketing strategy is a crucial part of your marketing plan, defining how your credit union will achieve its goals and fulfill its mission. It outlines the campaigns, content, and channels needed to execute objectives and track progress. A marketing plan builds on this strategy, serving as the foundation for all marketing efforts.

Smaller credit unions often lack this structure or fail to align it with their mission. An effective marketing plan should include a task timeline, key performance indicators (KPIs) to measure success, a clear profile of your target audience and their needs, and a process for evaluating performance.

Bergstrom Consulting Services can help you build a strong, mission-aligned marketing foundation to achieve your goals and deliver results.

Marketing Campaigns

Credit union marketing campaigns aim to promote financial products, build brand awareness, and strengthen member relationships by highlighting unique benefits like competitive rates, personalized service, community support, and member-focused values. Effective campaigns include targeted messaging, a multichannel approach, community connections, promotional offers, and clear performance measurement.

Bergstrom Consulting Services creates campaigns with action-oriented messages that stand out in a crowded market. These messages are precisely tailored to the right audience, delivered at the right time through the right channels, to generate positive and meaningful results.

Marketing Budgeting & Spend

Creating a marketing budget for a smaller credit union involves strategically allocating resources to meet marketing goals while staying aligned with financial objectives. This process balances investing in growth opportunities with maintaining cost efficiency. Key steps include defining goals, analyzing past performance, understanding your audience, selecting effective channels, estimating costs, allocating resources, monitoring results, and making adjustments for optimization.

Bergstrom Consulting Services can help design a thoughtful marketing budget that supports your credit union's growth, delivers value to members, and aligns with your financial mission.

Brand Development

Credit union brand development involves crafting and refining the identity, values, and image that set the organization apart from competitors. A strong brand reflects the credit union’s mission, builds trust, and fosters meaningful connections with members and the community. It communicates what the credit union stands for and how it delivers value.

Key components of brand development include defining core values and mission, understanding the target audience, creating a cohesive visual identity, establishing a clear brand voice and messaging, building community connections, and enhancing member experiences. Brand development is an ongoing process that ensures the credit union remains a trusted and relevant partner in its members’ financial journeys.

At Bergstrom Consulting Services, we understand that your brand is one of your credit union’s most valuable assets, and we’re committed to ensuring it works effectively to support your goals.

Social Media Marketing

Credit union social media marketing involves developing a strategic plan to use social platforms to engage members, promote services, and build community relationships. The process begins by setting clear goals, such as boosting brand awareness, growing membership, or educating members on financial wellness. Social media is equally vital for small and large credit unions.

Key components include choosing the right platforms, creating a targeted content strategy, establishing a posting schedule, fostering engagement, and tracking performance. With Bergstrom Consulting Services, you’ll gain a well-crafted social media strategy and impactful content that connects with members, strengthens your brand, and delivers measurable results.

Digital Marketing

Digital marketing is a cost-effective strategy for small credit unions to promote products, engage with members, and reach new audiences through online channels. It leverages digital tools to maximize reach and foster meaningful connections. Key areas include website optimization, search engine marketing (SEM), social media marketing, email campaigns, content marketing, and data analytics.

At Bergstrom Consulting Services, we believe digital marketing empowers small credit unions to compete effectively by building trust, connecting with members, and driving growth—without breaking the budget.

Fractional CMO Support

Fractional Chief Marketing Officer (CMO) support is essential for small credit unions, offering high-level marketing expertise and strategic leadership without the cost of a full-time executive. While many small credit unions lack the resources for a dedicated CMO, they still need guidance to develop and implement marketing strategies that align with their goals and mission.

The benefits of fractional CMO support include cost-efficiency, strategic direction, top-level expertise, empowerment for your internal team, scalability, and a focus on ROI. Bergstrom Consulting Services’ fractional CMO support helps your credit union compete effectively, grow your member base, and enhance community impact—all while managing costs. We believe this approach can be a game-changer for small credit unions.