Business Details
Trusted Credit Union Marketing & Core Conversion Support Services
With over 17 years of dedicated experience in credit union marketing and operations, I specialize in delivering strategic solutions that drive growth and efficiency. My expertise spans from core conversion support and compliant marketing campaigns to vendor negotiations and grant assistance for small credit unions. As a Fractional CMO, I provide tailored retainer-based services that combine streamlined processes with creative execution to help institutions of all sizes achieve their goals. My approach emphasizes clear communication, staff training materials, and comprehensive member outreach strategies including digital assets, printed materials, and educational resources.Having worked with credit unions since 2008, I bring deep industry knowledge and a proven track record of transforming marketing initiatives into measurable results. My services are designed to complement existing teams through flexible collaboration tools while maintaining strict compliance with financial regulations. From technical support during system conversions to developing long-term marketing strategies, I focus on creating practical solutions that address real-world challenges faced by credit unions.
Services
Core Conversion Assistance
Compliant Marketing
Vendor Negotiation
Proven Campaigns
Small CU Grant Assistance
Technical Support
Member Notices
Website Copy Updates
Staff Procedures
Social Media Kits
Highlights and features
- 17+ years of specialized credit union marketing experience
- Proven core conversion assistance with ready-to-use branded assets
- Compliant marketing materials meeting financial regulations
- Vendor negotiation expertise reducing operational costs
- Retainer-based model with 6-12 month minimum commitment
Services
Core Conversion Assistance
Comprehensive support for credit union core system conversions includes ready-to-use branded assets like postcards, TV slides, and lobby signs. We provide templates in Canva and printed materials while ensuring consistent branding across all member communications. Our proven process reduces implementation time by 40% through pre-prepared resources.
Compliant Marketing
Marketing materials developed with strict adherence to financial regulations feature clear member communications and audit-ready documentation. Our approach combines creative design with compliance requirements to ensure effective campaigns that meet all legal standards while maintaining member engagement.
Vendor Negotiation
Strategic vendor negotiation services focus on reducing costs while maintaining service quality. We analyze existing contracts, identify savings opportunities, and provide ongoing support for vendor management processes across multiple credit union operations.
Proven Campaigns
Data-driven marketing campaigns combine creative execution with operational efficiency. Our approach includes staff training materials, member education resources, and multi-channel distribution strategies that have been tested across various credit union environments.
Staff Procedures
Customizable staff procedures include 90-day conversion timelines, product guides, and fillable PDF forms. These resources ensure consistent implementation of new processes while providing clear documentation for regulatory compliance and staff training purposes.
People
Bobbie Garner
Fractional CMO for Credit Unions
With 17+ years of experience in credit union marketing and operations, Bobbie provides strategic leadership through retainer-based support. Specializing in core conversions and compliant marketing, she has helped institutions nationwide implement successful growth strategies while maintaining regulatory compliance.
Questions
What credit union services do you specialize in?
We specialize in core conversion support, compliant marketing materials, vendor negotiations, staff training resources, and grant assistance for small credit unions.
How do you support credit unions during core conversions?
We provide ready-to-use branded assets including postcards, TV slides, lobby signs, social media kits, and member notices tailored to your credit union's branding.
Are your marketing materials compliant with regulations?
Yes, all marketing materials are designed to meet financial industry compliance requirements while maintaining effective member engagement.
What geographic areas do you serve?
While based in Indiana, we provide services to credit unions nationwide through our remote collaboration model.
How are services delivered to clients?
Services are delivered through a combination of digital assets, virtual meetings, and printed materials with flexible communication options including Microsoft Teams integration.
What is your experience with small credit unions?
We have specific expertise in Small CU Grant Assistance and developing cost-effective solutions tailored to smaller institutions' needs.