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You’ve likely heard that acquiring a new customer costs far more than retaining one. While the numbers vary, studies tend to say it’s somewhere between 5 and 25 times as expensive. That’s why the onboarding process is so important.

Within the financial services industry, a 5% increase in customer retention produces more than a 25% increase in profit.*

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We understand how to onboard effectively and can help take the burden off your busy staff. Executing hundreds of monthly programs, we fulfill daily onboarding tasks and trigger-based marketing for credit unions across the U.S. And we do it with a flexible approach that’s designed to fit your needs today and evolve to meet them tomorrow.

Using your data to create and deliver timely, relevant and personalized marketing, we can help you:

• Improve member retention
  
• Increase cross-selling success
• Increase wallet share
  
• Provide significant ROI

There’s no contract-based pricing, and no project is ever too small or ever too complicated.

*Reichheld, Fred. Prescription for Cutting Costs. Available at: http://www.bain.com/Images/BB_Prescription_cutting_costs.pdf. Accessed February 23, 2018.

​​​“Pinpoint Direct’s trigger marketing has allowed us to touch our members when significant life events occur. The response to the marketing has been astounding and is greatly contributing to our bottom line.”
– S.P. East Coast client