A regional credit union serving a diverse member base struggled to generate ROI from its CRM campaigns. Generic messaging failed to connect with members’ real financial goals. TechWish helped the institution pivot to AI-powered, personalized financial wellness journeys. By aligning outreach with member behaviors—like savings goals, credit needs, and debt levels—the credit union delivered smarter nudges that built trust and accelerated product adoption. Campaign response doubled, digital engagement soared, and CRM investments finally showed measurable returns.
Snapshot:
- Personalized campaigns achieved 2X higher response rates
- AI-driven journeys reduced churn by 18%
- 25% rise in digital banking engagement
- CRM and Salesforce investments showed clear ROI
- Member trust improved via goal-aligned messaging
