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Manage clients, campaigns, goals, and the KPI used by Goal Progress
Clients
Mid-State Federal Credit Union
Financial ServicesSoutheast U.S.
Client Profile
credit union / financial services
Southeast U.S.
Community credit union serving lower-middle-income families across the Southeast. Established membership base, strong community trust, but aging demographic.
Attract Gen Z and younger millennial customers who currently do not see credit unions as relevant to their financial lives. Shift brand perception from "my parents bank" to modern and accessible.
conversions
450
application submissions per month