We Execute Proven Growth Strategies for Banks and Credit Unions

We work with small and large banks and credit unions looking to maximize their profits, build stronger customer relationships, and capitalize on targeted opportunities for growth.

Profit Generator

What Our Clients Say

Infusion’s Opportunity Assessment is a key part of our strategic planning process – we love the outside perspective they provide.

Matt Allen CMO, Flagstar Bank

Onboarding with Infusion has driven over a 12 percentage point lift in our checking household retention.

Delynn Byers FirstSouth CU

They put their money on the line. Who has ever heard of paying only for accounts generated at the end of a campaign?

Lance Greenfield Community Resource CU

Infusion is a key partner in driving measurable results. Their tracking report is better than anything else we’ve seen.

Daniel Davidson EVP/COO, Alliance Catholic CU

Innovative and disciplined campaigns with awesome tracking!

Katie Grover SVP of Marketing, Fidelity Bank

We were awed by the insight we gained from the Opportunity Assessment and we are not easily wowed.

Executive Vice President Regional Bank

The campaign process has flowed really smoothly and our compliance team has appreciated how complete the pieces are that they reviewed.

Michelle Dobbins Georgia United CU

The Infusion Difference

Normative Intelligence

We work with small and large banks and credit unions looking to maximize their profits, build stronger customer relationships, and capitalize on targeted opportunities for growth.

      • 8 billion normative data points
      • Data on hundreds of peer institutions

The depth of our data allows us to compare your bank or credit union to your specific peer institutions, giving us robust insight into your strengths, weaknesses, and unique opportunities for growth. With the ability to target data around specific products, household demographics, trade areas, and peer institutions, we can provide your bank or credit union with a personalized approach to maximizing your revenue and capitalizing on your specific opportunities for relationship growth. Our data-proven strategy sets us apart from traditional marketing methods.

 

Our Experience

Our team at Infusion have more than 100 combined years of banking, data analytics and direct marketing experience. As former bankers and bank marketers, we understand the critical challenges bankers face every day that traditional marketing agencies don’t. Challenges like:

      • Growing core deposit and loan volume
      • Achieving profitability
      • Executing a coherent and accountable marketing strategy in a branch sales environment
      • Operating in today’s complex compliance and economic environments
      • Working within the limitations of diverse product operating systems.

We’ve successfully completed hundreds of comprehensive customer analyses and executed over 1000 successful direct marketing campaigns. We believe so strongly in our approach that you only pay for results, meaning there’s no risk to your bank or credit union.

 

Pay-For-Results

“They put their money on the line. Who has ever heard of paying only for accounts generated at the end of a campaign?”

Well, you’ve heard of it now. Our innovative pay-for-results model means your bank or credit union only pays for tangible results (booked accounts) generated by the Infusion PROFITGENERATOR® process. That means a no-risk guaranteed return on your marketing investment.

We cover all campaign costs, including postage for direct mail. You pay a flat, one-time fee only for tracked, booked accounts from targeted households during a specific campaign period.

      • No gimmicks
      • No hidden fees or special rates
      • No sliding scale
      • No minimum budget requirements

We’ve successfully completed hundreds of comprehensive customer analyses and executed over 1000 successful direct marketing campaigns. We believe so strongly in our approach that you only pay for results, meaning there’s no risk to your bank or credit union.

Our pay-for-result model embodies our biggest belief at Infusion:

We succeed only when you do.

 

 

Data Security

Protecting the personal information of your bank customers or credit union members is absolutely vital to your relationships. Therefore, it is at the core of every client relationship we maintain. We have a sterling record of handling sensitive financial information compliant to FDIC data security and information privacy standards.

Infusion is Service Organization Controls (SOC) Certified and continually performs SOC 1®/ SSAE 16 Type II Audits, conducted by an independent Certified Public Accountant to prove service delivery processes and controls are secure and compliant with all financial industry regulations.

Infusion’s data team has successfully protected the security of client data of hundred of banks and credit unions —
large and small. Relationships with our clients require frequent exchanges of data files, over multiple years, and
include comprehensive security audits.

Specifically, Infusion vigilantly maintains the physical, system and operational safety and security of your data by:

      • Maintaining servers in secure data centers, behind firewalls, so they are not accessible via the internet by un
        authorized persons.
      • Requiring multiple factors of authentication to access our environment
      • Requiring that files be encrypted during transmission and when at rest on our servers
      • Maintaining and testing policies and procedures in accordance with industry security standards and best
        practices

 

Connect today to crush your goals.

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