Acquisition Marketing for Banks and Credit Unions
You’ve tried spray-and-pray marketing. Now try programs designed for growth.
We use real performance data to compare your acquisition results to your peers, then build campaigns that close the gap.
“We’ve driven significant deposits at a very low cost per acquisition. Our executive team has been very pleased with the results.”
Chris King
VP & Director of Marketing
Bank Independent
“OptimaFI does a fantastic job of measurement on targeted campaigns and really demonstrates the value of what this could look like at scale across the industry.”
Brian McEvoy
Chief Retail Banking Officer
Webster Five
“OptimaFI can pinpoint results down to the member. If you are looking for a different approach to marketing, it’s worth the conversation.”
Steven Mertz
Executive VP, Growth & Strategy
People First Federal Credit Union
“OptimaFI is a key partner in driving measurable results. Their tracking report is better than anything else we’ve seen.”
Daniel Davidson
Executive VP & COO
Alliance Catholic Credit Union
Chris King
VP & Director of Marketing
Bank Independent
Brian McEvoy
Chief Retail Banking Officer
Webster Five
Steven Mertz
Executive VP, Growth & Strategy
People First Federal Credit Union
Daniel Davidson
Executive VP & COO
Alliance Catholic Credit Union
Launch up to 4X more acquisition campaigns — without burning out your team.
OptimaFI’s acquisition campaigns drive tangible loan and deposit growth, without draining your budget, adding headcount, or demanding your precious time.
Eliminate guesswork
Data-backed targeting pinpoints high-value prospects, removing the need for broad or inefficient outreach.
Extend bandwidth
We function as an extension of your team to get campaigns out on time and track results in a timely yet comprehensive manner.
Get faster wins
Ready-to-deploy campaigns reduce ramp-up time and deliver measurable new account growth quickly.
How OptimaFI helps you acquire new households.
01
Assess the opportunity
We’ll show you exactly how your new customer growth compares to hundreds of similar institutions. Your Trade Area Assessment and Opportunity Assessment uncovers gaps in your market penetration and highlights the most valuable prospects in your footprint.
02
Plan & launch your campaign
We build an acquisition campaign using predictive modeling to target high-probability prospects. Channels typically include digital display, paid social, email, and direct mail. Messaging and offer strategy are customized to your brand and goals, with launch-ready creative based on proven templates.
03
Deliver clear, quantifiable results
After launch, we deliver detailed performance reports showing exactly how many new accounts were opened, who responded, and which channels and messages performed best. Results are matched back to your core system, and insights are used to refine targeting for the next wave.
A risk-free way to convert
prospects to customers.
We offer acquisition campaigns backed by our Pay for Performance model. Learn more and find out if this program is a fit for your institution.
You wouldn’t hire a plumber for heart surgery. Why trust a checkbox agency for banking outreach?
Generalist agencies don’t know your compliance needs, your balance sheet goals, or your customers. As former banking and credit specialists, we do — and we have the data and results to reflect that.
40
years serving community banks and credit unions
$27B+
deposits and loans generated
12B+
normative data points from 100s of institutions
How BankPlus brought in $250 million in deposits with OptimaFI
Learn how BankPlus brought in $250M in deposits while only paying for results.
Acquire prospects without adding to your full plate.
Get full support, before and after acquisition.
Once you’ve brought new customers or members in the door, we help you deepen those relationships and maximize the value of your data.
Onboarding
Optimize the first 120 days of new client relationships.
Cross Selling
Grow wallet-share, not your to-do list.
FAQs
How do you identify the “right” prospects to target?
We use predictive targeting powered by a blend of first-party data (e.g., your branch footprint, existing customer profiles) and OptimaFI’s proprietary peer benchmark data. There’s no guesswork — we focus campaigns on high-likelihood, high-value prospects based on real performance patterns across hundreds of community institutions.
How do you prove acquisition campaigns actually drive account growth?
Every campaign is tracked with account-level matchback. We tie responses and new accounts directly to the marketing audience — which means you’ll see exactly who responded, what they opened, and what balances came with them. Our reports include clear, board-ready metrics like cost per account and net balance change.
How is this different from what a digital agency or media buyer would do?
You can’t offer true Pay for Performance without proving outcomes. Our platform is built on 12B+ normative data points from hundreds of community banks and credit unions across all 50 states, enabling bank-level matchback and attribution most agencies simply can’t do. While generalist firms focus on campaign execution, we connect marketing directly to real financial results.
How much time or staff do we need to commit to run a campaign?
Very little, unless you want to be more heavily involved. We know the banking industry well, and we have the team to handle targeting, creative, channel execution (email, social, digital, direct mail), compliance review support, and all reporting. Your role is to confirm direction, approve messaging, and stay informed.
Is our customer/member data safe with OptimaFI?
Yes. OptimaFI is SOC 1® / SSAE 16 Type II certified and follows strict financial industry protocols. All prospect and campaign data is encrypted, securely stored, and managed by a team trusted by hundreds of banks and credit unions.
What happened to Infusion Marketing Group?
Infusion Marketing Group is now part of OptimaFI. We’ve rebranded to reflect our expanded focus on results-driven growth solutions for community banks and credit unions. While the name is new, our leadership, methodology, and commitment to performance remain exactly the same.