I Want to Maximize the Household Database

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Sarah McNeil at United Advantage NW FCU

This document and the following volumes are intended to give a credit union a complete road map to execute a marketing campaign. This road map will take the user from the very beginning point all the way through to the end of the process and the evaluation of the campaign. This design will contain all the steps necessary to create the campaign, the steps to follow through to the end using the referenced CU*BASE options to mine the data and track the sale’s success.

Have you ever wondered what the information in your Household Database can be used for? It’s not just for mailing lists and stat screens. Correctly maintained, the household database provides the credit union with a useful tool that allows you to target market, reach potential members and analyze trends. Each individual credit union may decide what data is important to them. This booklet will make best practice recommendations.

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