- Business Insider
We deepen connections
between credit unions &
their community partners,
nonprofits, & members
using the power of social
media
• What is mobile marketing & what are the trends?
• Tips for adapting to the new mobile reality
• How to choose a mobile solution for your
business & social impact goals
• Examples from effective mobile credit union &
cause marketing initiatives
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Mobile is the New Media Star
Source: emarketer and statista
*Online- Desktop
Share of time spent per day per medium
Consumers will stick with brands if they are
happy with online & mobile services
Harvard Business Review: To Keep Your Customers, Keep It Simple
Nearly 1/2
Use smartphones for mobile banking
Use social media & mobile to connect with
companies around causes & community
programs
2013 Cone Communications/Echo Global CSR Study Consumers and Mobile Financial Services 2013
Heightened sense of immediacy
• happening right now
Expanded context of place
• happening right here
More opportunity for social media marketers
• creative leverage
…on location
Copyright: bplanet / 123RF Stock Photo
44% Offers 44% Prices 58% Locate 31% Info
84% smartphone users look up
After consumers see a credit union’s ad
on TV or hears its spot on the radio,
they’ll probably go to the website on
their mobile phone or tablet.”
“When they get there and there is no
way for consumers to take action, that
potentially kills prospective members
from converting to a credit union
James Robert Lay, CEO of Pasadena, Texas-based CU Grow
“ ”
What is the #1 role of mobile in your
2014/2015 marketing strategy?
a) Member acquisition
b) mBanking/ mCommerce
c) Member loyalty
d) Community Involvement
e) All of the above
f) Not sure
Mobile starts with your site
VS
Prometheus Real Estate Group Hearts In Nature Photo Contest
Set your goals
Improve
navigation
Attract members / customers
Drive
traffic
Support
causes
Take
action
Design for Mobile First
U.S. Bank Rally 4Rewards
Mobile – The Simple Tutorial
Source: Carousel30.com
” “
Choose your Platform(s)
Mobile & Social
Choose your Platform(s)
Choose best options for your goals (location-based, contests..)
= cause marketing
Technical capabilities = most important factors
How flexible is the platform?
Can I connect it to my causes?
Does it connect to my social media platforms?
What analytics information does it capture?
Support & Branding
What kind of support is
available?
Can I see it in action?
What kind of staff training is
available?
Then…
don’t stop there – make sure
it supports your business
goals!
Text “Heart”
To 55155
Mobile + Visual Cues
• Year-end giving campaign
• Social Media spin on Point Of
Sale fundraising
• Sponsor virtual snowmen
• Online & Offline working
together
Mobile + Visual Cues
$18,000
$
Mobile & Online
25%
On-The-Ground Meets On-The-Go
On-The-Ground Meets On-The-Go
• Merging awareness event
with mobile giving
• Donate & Pledge on-the-
go
• Use app while brand-
building events (Wine
Rides)
Click the link
Take it for a test drive
Create large Call To
Action buttons
69% mobile users delete
emails that aren't optimized
for mobile.
Centering them on sites (by %) and emails
improves mobile viewing experience
Redefine your
site & emails by
%, not by pixels
Size your images and assets for the channel
• Get to know what your members, cause partners, &
customers need from mobile
• Decide what you want to get out of your mobile
strategy
• If you’re not mobile ready, you’re missing out
• Choose platforms that drive your goals
Mobile & Social Media Optimized Apps