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Program management

The key to a successful marketing program is reaching the right audience. Simply provide a fresh membership file to ensure we are reaching the right members to help enhance program results for your credit union.

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Refresh your membership file

Providing a fresh membership file helps ensure that we're reaching the right members.

Upload membership file

Tips & instructions


View your program results in CU Navigator

See how your program progresses over time using our CU Navigator reporting tool.

Access CU Navigator

Boost open rates with your own credit union logo and signature

Sender recognition boosts open rates! Help your members quickly identify your credit union by providing your logo and signature graphic for mailings. Simply email us your logo and signature following logo specifications and signature requirements.

Marketing materials

Prepare your campaigns

Program management

Direct marketing

Staff training

Contact us & FAQs


CU Navigator

Membership file upload

Member suppression

Consumer Insurance Media Center

2022 What Matters Now™ research report

A multicultural and multigenerational lens on data, insights, and action steps for helping your members achieve financial well-being.

Access your copy