SANTA ROSA, Calif. – Redwood Credit Union (RCU) was awarded the Gold Impact Award for Marketing at the “No Boundaries!” 2017 Annual Conference, recently hosted by CUSO Financial Services, LP (CFS) and Sorrento Pacific Financial LLC (SPF) in San Diego, Calif. The award was given for RCU’s monhly digital investment newsletter campaign.
The investment e-newsletters, which were developed by RCU’s marketing team in partnership with RCU’s wealth management team, are delivered monthly to approximately 14,000 member households. Each issue features three informative investment-related articles in each issue, which link back to RCU’s website. In addition, the newsletter allows members to set up a free, no-obligation appointment with one of RCU’s nine CFS representatives and advisors to review their investment and financial planning needs, the credit union said.
Affiliated with broker-dealer and registered investment advisor CFS, RCU’s wealth management group saw strong results, gaining 126 new unique clients for a total of 164 new accounts and $9.9 million in invested dollars as a direct result of the digital newsletter program in 2016.
“RCU is always striving to set itself apart by offering personalized service, and delivering timely, relevant information to our members through our digital newsletter is one of the many ways we do this,” said Tom Hubert, senior vice president of wealth management, auto, and insurance services at RCU. “We’re grateful to our marketing team for helping us develop this strategy to educate and inform our members, and we’re honored to receive this award from CFS.”
RCU previously received a Gold Impact award in 2016 for its geo-targeted marketing campaign.
At right, from left, Robin McKenzie (SVP/Marketing), Suzanne Knowlton (Marketing Manager), Terry Powell (AVP/Wealth Management), Priscilla Jaworski (Senior Marketing Specialist) holding award, Tom Hubert (SVP/Auto, Insurance and Wealth Management Services), Crystal Sorensen (Senior Digital Marketing Specialist) and, Melissa Fitzpatrick (SEO and Web Analyst).