Targeted Prescreen Marketing for
Credit Unions
Smarter Targeting. Stronger Results.
Connect with the right members before your competitors do. SerTech’s full-service prescreen marketing solution helps credit unions identify credit-qualified borrowers and deliver timely, personalized offers for auto loans, mortgages, personal loans, and credit cards. With built-in compliance best practices, powerful data targeting, and campaign automation, we make it easy to increase loan volume while deepening member relationships. See it in actionPrecision Targeting, Personalized Offers Your Digital Offers
Use FCRA-compliant credit data to identify and engage members who already qualify for your loans. From auto recapture to credit card offers, our prescreen campaigns deliver timely, relevant messages that convert.

Automated Execution of your Strategy
Our turnkey solution means your marketing team doesn’t have to lift a finger. We manage data pulls, list generation, creative, deployment, and compliance—all while you stay in control of the strategy.

Built for Growth Across Your Membership
Whether you’re trying to grow auto loans, promote HELOCs, or increase deposits, SerTech helps you target existing members, new movers, and in-market consumers with precision and care.

Compliance You Can Count On
Stay protected with FCRA compliance best practices, audit-ready documentation, and clear performance reporting. We make sure every campaign meets industry regulations and your internal standards.

Why SerTech?
We’ve partnered with hundreds of credit unions across the country, understanding your unique challenges and member-first mission. Our solutions are built specifically to drive growth while staying aligned with your values.
From data pulls to deployment, we do the heavy lifting. You get a turnkey prescreen marketing solution—no added pressure on your team, and no tech headaches.
Our campaigns are built to drive real outcomes—higher response rates, increased loan volume, and stronger member engagement. We provide clear reporting and insights so you always know what’s working and where to optimize.
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.
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.