Award Winning Marketing for Credit Unions

Providing marketing expertise that moves the needle and delivers measurable results for America’s smaller credit unions.

Bergstrom Consulting Services specializes in helping smaller, budget-constrained credit unions by providing experienced executive-level marketing support to foster better competition with much larger credit unions that can afford quality talent and a higher degree of marketing spend.

Whether project-based creation of specific marketing campaigns or the provision of ongoing fractional CMO support, credit unions receive the benefit of having an experienced team partner who knows what works and doesn’t at a fair and affordable cost.

Areas of Expertise

Marketing Plans & Strategies

Your marketing strategy defines how your credit union will achieve its goals, detailing the campaigns, content, and channels to execute objectives and track progress. It’s a vital part of your marketing plan, which serves as the foundation for all marketing efforts.

Marketing Campaigns

Credit union marketing campaigns promote financial products, build brand awareness, and strengthen member relationships by highlighting competitive rates, personalized service, community support, and member-focused values.

Marketing Budgeting & Spend

Creating a marketing budget for a smaller credit union involves balancing resource allocation to meet marketing goals while aligning with overall financial objectives and ensuring cost efficiency.

Brand Development

Credit union brand development defines the identity, values, and image that set it apart, reflecting its mission, building trust, and connecting with members and the community.

Social Media Marketing

Credit union social media planning involves strategically using platforms to engage members, promote services, and build community. Goals include brand awareness, membership growth, and financial education, making it vital for credit unions of all sizes.

Digital Marketing

Digital marketing offers small credit unions a cost-effective way to promote products, engage members, and attract new audiences through online channels, leveraging digital tools to expand reach and strengthen connections.

Fractional CMO Support

Fractional CMO support offers small credit unions high-level marketing expertise and strategic leadership at a lower cost than a full-time executive, helping them create and execute effective strategies aligned with their goals and mission. This approach can be a game-changer for small credit unions. 

“A strong brand sets a product or service apart in a crowded marketplace.”

– Philip Kotler

Get in Touch

We’d love to hear from you. Better yet, we’d love to help you. To learn how you can compete more effectively in a crowded marketplace and set your credit union on a path to success, reach out for a no-hassle discussion to see if we’re a fit for your needs.