Case Studies

Orange County’s Credit Union

The Problem

OCCU partnered with Strata looking for a revitalization of its brand and marketing communications strategy for both its retail banking products.

The Solution

Brand Development
•Created the Seasons of Life campaign, promoting lending products for every stage of a consumer’s life.
 
Applied the campaign to all available marketing channels including e-mail, direct mail, in-branch signage, voicemail messaging, ATM screens and brochures.
 
Launched Voice Campaign
•Research sampling supported the member preference for communication from the credit union by phone.
 
• Leveraged existing communication channels and expanded into a voicemail messaging campaign for three months to reach members via the opt-in communication channel selected by each member.
 
• Maintained a consistent and relevant communication message to raise awareness among existing members of additional products and services.

The Result

OCCU reported $40 million in mortgage loans that can be directly attributed to the Seasons of Life Campaign in the period from June to December 2007.

OCCU reported $3.6 million in home equity loans in just two months, in November and December 2007, as a result of the campaign.

When asked to rate the success of the various projects initiated by Strata on a scale from 1 to 10, OCCU gave an 8 to the brand culture training, and big 10s to the internal branding strategy and sales training of mortgage brokers.

Created a new web user face and improved customer user experience.