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Targeted Prescreen Marketing for Credit Unions

Deliver targeted offers to potential and existing members, increase member engagement with cross sell offers, and drive loan growth.

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Real Clients, Real Results

1.43 M

Prescreen Offers Presented Annually

5x

Return on Investment

$65.8B

Qualified Loan Amount Offered

Target the Right Audience. Deliver the Right Offers. Drive Real Results.

Unlock the full potential of your credit union with SerTech’s intelligent marketing solutions. Our data-driven approach helps you engage members, drive loan growth, and attract new prospects— with a focus on compliance and efficiency.

Enhance Your Digital Offers

  • Identify borrowers who meet your lending criteria before outreach.
  • Use credit-based insights to send personalized loan offers.
  • Engage members through direct mail, email, and digital ads.
  • Monitor campaign results and refine strategies for better conversions.
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Deliver Relevant and Timely Credit Card & Loan Promotions

  • Find and reach the right members with tailored credit card and loan promotions.
  • Deliver prequalified offers to high-intent borrowers.
  • Help members save with better loan and credit transfer options.
  • Use analytics to optimize outreach and improve loan application success.
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Leverage Insights to Drive Deposit Growth Campaigns

  • Use data insights to find potential members likely to grow their deposits.
  • Deliver targeted promotions based on member behavior and financial needs.
  • Encourage savings, money market, and CD adoption with tailored messaging.
  • Strengthen relationships by positioning the right deposit product offers.
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Maintain Customer Loyalty with Personalized Account Reviews

  • Reinforce member loyalty & increase product adoption
  • Analyze account activity to offer the right products at the right time.
  • Re-engage inactive accounts with tailored solutions.
  • Proactively address account needs and position relevant offers.
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Trusted by Credit Unions Nationwide

Nova Credit Union

“We can provide campaign tracking reports with bottom-line results. We see a 350% ROI, and that’s a nice number to send to your CEO.”

CAHP Credit Union

“SerTech has freed me up to better serve our members. We had a 40% increase in auto loans this year.”

Cascade Community FCU

“I don’t have the staff to manage an in-house program. SerTech makes it possible.”

Helping Credit Unions Grow Smarter

From auto loan recapture to credit card adoption, Ser Tech’s full-service prescreen marketing helps credit unions drive growth. We connect you with members and prospects through data-driven, FCRA-compliant campaigns that deliver real results — all without adding work for your team.

Let’s build your next campaign. Talk with a credit union marketing specialist today.

Schedule a Free Strategy Session