Custom Marketing Solution

A Proforma Case Study: USAlliance Federal Credit Union
Challenge
USAlliance Federal Credit Union was opening a new branch in Cambridge, MA, a town with a large student/faculty population. The credit union's senior management wanted to approach this group of prospects to generate business among this customer demographic. Historically, larger, more mainstream banks had held control on this population demographic with their existing branches throughout the campuses. The credit union decided to contact Proforma for an outside perspective on the opportunities:
- Conduct a successful program launch in a "locked" market
- The challenge presented by an organization with a small number of branches
- Generate accurate information regarding opening an account and gaining account access through an effective communication vehicle The opening of a new USAlliance branch in the area