Optimizing Member Acquisition for CCUA

Tendo helped develop and implement an incentive-based platform that boosted new member signups across 42 credit unions throughout British Columbia.

CHALLENGES

Acquisition and conversion optimization
Credit Union management
Secure data management

RESULTS

Improved new member acquisition
Simplified credit union management
Heightened platform security

TENDO SERVICES PROVIDED

User experience enhancement
Visual branding development
Customized platform development

About CCUA

The Canadian Credit Union Association (CCUA) is the national trade association for Canadian credit unions.

As Canada’s first national credit union-governed organization, it works to fortify the sector through heightened awareness initiatives, industry insights, and professional development programs. The “Get Your Share” program is a core incentive-based initiative fostering new member acquisition among the 42 credit unions in British Columbia.

Canadian Credit Union Association

Toronto, ON

Financial Services

100 employees

The Challenge

CCUA needed a scalable digital platform for a new initiative.

Its “Get Your Share” initiative aimed to drive new member signups. The platform needed to meet the highest security standards and had to be brandable for any CCUA credit union to use. It had to sync seamlessly with a back-end CRM to manage contacts and reports. Finally, it needed to be engaging and user friendly to showcase offers and incentives that would attract and convert new customers.

The Solution

Tendo designed and developed a new platform to combat the issues facing CCUA’s current digital infrastructure.

The design and structure allowed all 42 different credit unions to customize their own brand and messaging. We leveraged Salesforce and integrated a headless CMS for AWS publication. This highly secure platform would deliver increased accessibility and user-friendly features for all participating credit unions, as well as revamp user experience and refine visual branding.

The Results

The initiative saw a marked improvement in new member conversions, resulting from a revamped user experience and strategic enhancements. Additionally, the streamlined administrative backend empowered credit unions by simplifying lead management, enhancing platform security, and ensuring a seamless and secure member acquisition process.