CU Direct's CUDL Engage Increases Indirect Member Profitability

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New personalized digital onboarding and cross-sell program transforms indirect lending borrowers into profitable, multi-product members.

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Credit unions have a unique opportunity to increase product penetration with indirect lending relationships, however it is important to act quickly and to engage when it matters most

Growing indirect relationships is essential to credit unions’ success, and with the goal to increase product penetration, the all-new CUDL Engage offers a simple solution to grow indirect relationships.

Implemented in 30 days, CUDL Engage acts fast to meet the financial needs of members with personalized follow-up and product offerings. Available through CU Direct’s CUDL Platform, the program leverages Intuvo’s automated marketing platform technology, providing credit unions a unique onboarding and cross-sell tool that enhances member engagement to help drive revenue.

The program’s digital marketing tools close the gap with new members through the indirect channel and automatically generate new member introductions, GAP and vehicle service contract up-sells, as well as personalized product offers.

“Credit unions have a unique opportunity to increase product penetration with indirect lending relationships, however it is important to act quickly and to engage when it matters most,” states Jeff Shood, president and CEO of Intuvo.

CUDL Engage combines best practices, analytics, and valuable insight to measure the success of each campaign and optimize in real-time to ensure product penetration continues to grow. The program offers customizable and ready-to-send digital and print templates through its multi-channel marketing engine to configure to any existing MCIF or CRM system.

“Our focus is to provide credit unions with a solution that is simple to implement and cost-effective, while providing a powerful solution to grow your indirect relationships into members with multiple products and services,” states Shood.

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About CU Direct
Established in 1994, CU Direct has helped the credit union industry fund over $186 billion in loans by being the nation’s leading lending and automotive solutions provider located in Ontario, California. Representing more than 1,000 credit unions, CU Direct specializes in technology solutions to generate loans, create efficiencies, and grow membership. For more information, visit http://www.cudirect.com.

About Intuvo
Intuvo is a leading marketing automation software platform helping credit unions grow their lending business by automating the analysis of their customer base and triggering personalized marketing via email, direct mail and sales force automation. Industry leading organizations leverage Intuvo’s solutions to effectively increase member satisfaction and loan volume. For more information, visit http://www.intuvo.com.

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Bill Meyer
CU Direct
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