CommonWealth Central Credit Union

In order to grow members and checking accounts, we wanted to come up with a promotion that would strengthen our relationships with our members and local neighborhoods. We wanted to put something out there that was catchy and vibrant and showcased all of the convenient reasons why someone should join CommnWealth and/or why a current members should get to know us a little better. We also wanted to connect with a younger audience to let them know that CommonWealth is here for their financial needs—so with in mind, we came up with #RealtionshipGoals. The objective was increase the amount of checking accounts while encouraging and increasing the usage of our convenient products/services like Online Banking, Personal Finance Management tool (CommonView), and Mobile Deposit. We also wanted to increase new memberships during the promotional period.

Target Audience

Current Members
-5,000 members in a radius of our 5 branch locations in Santa Clara County, CA
-Objective – To encourage members to open a checking account and sign up for a convenience products like Online Banking and our Personal Finance Management tool.
- Encourage members to refer their family and friends to CommonWealth

Non-Members
-28,000 non-members in a radius of our 5 branch locations in Santa Clara County, CA
-Encourage members to open a checking account and sign up for a convenience products like Online Banking and Personal Finance Management tool.