An overview of strategy and services offered by the Credit Union Consulting.

1. Credit Union
Consulting
Group
Get to know us
agency credentials 2016
Minneapolis/St. Paul | creditunionconsult.com

2. MEMBER ATTENTION IS FRACTURED.
Nearly all media consumed is screen based and 90% of us move between
multiple screens to accomplish our media consumptions goals.

3. WE ARE A MEMBER
EXPERIENCE AGENCY.
WE HELP CREDIT UNIONS REACH, CONVERT
AND ENGAGE MEMBERS ONLINE, IN BRANCH
AND ON-THE-GO.
We partner with credit unions to
create AND manage OMNICHANNEL
ACQUISITION AND ENGAGEMENT
SOLUTIONS.

4. Member Acquisition
Periodic marketing campaigns have traditionally driven financial marketing strategy.
Todays consumers seek financial solutions 24/7 and successful member acquisition
starts by leveraging data, tools and media to create a strategy that puts your credit
union front and center to reach new members across channels, 24/7/365. From just
getting started in search marketing to homegrown demand generation solutions
that leverage custom microsites, behavioral advertising, retargeting, analytics and
more we work with credit unions to create, launch and manage member acquisition
strategies for the always on, always on-the-go member.
Paid Media
Owned Media
Earned Media
Cross channel, targeted media
spend drives demand and traffic to
credit union owned media
A cross channel platform made up of
media and tools owned by the credit
union to drive marketing messages
First person evangelism of credit
union brand via micro content
across multiple channels, often
social media
Communications
& PR
Social Media
1st Party Data ( i.e. CRM, Email etc.)
Organic SEO
Branch Network
Banking Site
Mobile App
Lead Gen Microsite
˚ Search Engine
Marketing (Pay Per
Click)
˚ Behavioral Targeting
˚ Display Advertising
˚ Rich Media
º Traditional (OOH,
Broadcast etc.)
º Mobile Ads
º Social Media Ads
º Retargeting

5. Member Engagement
The goal of paid media is to acquire a new member, but the conversion doesn’t end
once the member application is complete. The goal of our paid media strategies is
to convert members into your Credit Union’s community of owned media channels
creating opportunities to both grow share of wallet and create brand evangelists.
Whether it’s leveraging email marketing, content or social media, don’t let your
acquisition stop at the new member sign up.

6. Our Offering
In addition to our strategy and consulting services, we offer end to end marketing,
media and technology services to augment the marketing and technology
resources at your credit union, making your member experience dreams a reality.
Research and Insights
Omni-channel member experience health / Consulting & Strategy Sessions / Consumer &
Industry Environment / Custom Research
Brand and Creative
Interactive and Print Design /Content Development / Promotional Goods / Ad Design
Omni-Channel Marketing
Offline-Online Experience Alignment / Media Services: Behavioral + Retargeting, Search
Engine Marketing, Social Media, CRM & Database, Email, Rich Media (Video, Internet Radio
Etc.), Mobile, Display, Native Advertising and Traditional Media
Technology and Analytics
Web & Mobile Development, Marketing & Email Automation, Analytics & A/B Testing
(Conversion Rate Optimization), Media Attribution

7. WHY WORK WITH US?
PHILOSOPHY
• We are transparent
• Passion and purpose fuel us
• We collaborate
• We treat each client with full attention, no matter what
• We are curious
• We love credit unions
EXPERIENCE
We Love Credit Unions, so much in fact that we spun off a CU specific practice area! The
Credit Union Consulting Group is a division of Lake One, LLC, a boutique digital business-
consulting firm led by Ryan Ruud.Ryan’s experience advising and building marketing solutions
for credit unions and credit union organization’s across the country spans the past several
years. At Lake One, collectively, our Omni channel experience spans more than a decade and
includes work across Ag Finance, Consumer Electronics, Higher Education, Government,
AdTech and more. Our across a diverse industry set coupled with our background in credit
unions provides a unique perspective to our CU practice. We’ve had the privilege to work with
brands from Blue Chip to Startup.

8. Interested In Working Together?
GIve Us A Buzz
Email: info@creditunionconsult.com
Call: 612-787-2801