Credit Union Marketing

Masterclasses

Five courses helping credit unions develop the skills to thrive in a digital environment.

Budgets are tight, resources are stretched, and it’s harder than ever to keep up with the evolving digital landscape. Sound familiar? 

For 6 years, we’ve partnered with credit unions to help them grow and retain memberships through creating marketing strategies and consulting on brand positioning.

We know and understand the challenges that credit unions face, especially in today’s turbulent economic and political environment. 

That’s why we’ve designed and developed five courses specifically for credit unions.

Throughout 2026 we’ll be running workshops to share our know-how with you to put you in a stronger position as you plan ahead for a successful year.

Five courses helping credit unions develop the skills to thrive in a digital environment.

Budgets are tight, resources are stretched, and it’s harder than ever to keep up with the evolving digital landscape. Sound familiar? 

For 6 years, we’ve partnered with credit unions to help them grow and retain memberships through creating marketing strategies and consulting on brand positioning.

We know and understand the challenges that credit unions face, especially in today’s turbulent economic and political environment. 

That’s why we’ve designed and developed five courses specifically for credit unions.

Throughout 2025 we’ll be running workshops to share our know-how with you to put you in a stronger position as you plan ahead for a successful year.

Who'll benefit from this training?

  • Ambitious Marketing Managers keen to move away from reactive marketing and make the most of limited time and resources.
  • Cross-functional marketers keen to grow their marketing knowledge and get hands-on tips and tricks that they can implement themselves.
  • Those managing relationships with external creative agencies wanting to understand performance and results to get the most out of partnerships. 
  • Junior marketers early in their career, looking to understand industry best practice.

This is a unique chance to challenge and upskill your team across five core disciplines ahead of 2025.

Who'll benefit from this training?

  • Ambitious Marketing Managers keen to move away from reactive marketing and make the most of limited time and resources.
  • Cross-functional marketers keen to grow their marketing knowledge and get hands-on tips and tricks that they can implement themselves.
  • Those managing relationships with external creative agencies wanting to understand performance and results to get the most out of partnerships. 
  • Junior marketers early in their career, looking to understand industry best practice.

This is a unique chance to challenge and upskill your team across five core disciplines ahead of 2025.

Session 01

Presenting Your Brand

It takes 0.005 seconds to make a first impression. 

Your brand is the gateway to your customer and holds the keys to building and retaining the customer trust required to deliver crucial membership growth.

This workshop will provide:

  • An understanding of brand and its importance in building trust
  • Means to assess whether your brand is up to standard
  • Support in defining your key messages and how to communicate them in a quick, clear and concise manner
  • Interrogation of your ‘so what’ – to help you uncover why customers should care
  • Tips on brand guardianship to ensure your efforts succeed
Session 02

Audience, Analytics & Results-Driven Campaigns

Data-driven marketing campaigns drive 5 to 8 times as much ROI as businesses who don’t prioritise data. 

From budgeting to product development, to execution and reporting, data enables you to make the most informed decisions.

It is crucial to help you to understand your audience better and uncover behavioural insights, ultimately improving your customer experience. 

This workshop will cover how to:

  • Design your own results-driven campaigns and strategy
  • Use insights to improve UX
  • Identify and prioritise audiences
  • Build useful persona for targeted campaigns
  • Analyse your campaign and use early indicators to pivot and spend resources effectively
  • Utilise GA4 effectively for data-driven decisions and reporting
Session 03

Customer-Centric Content

80% of people appreciate learning about a company through bespoke and useful content.

Content is a way to boost your customer journey through informing, educating and engaging your audience.

Your content strategy is a way to deepen your service to enhance the customer experience and set you apart from competitors.

This workshop will cover how to:

  • Insights into your customer journey – helping you to explore pain points and identify opportunities to engage
  • Strategies to build effective, customer-led content plans
  • Copywriting tips and tricks for crafting content that audiences want to digest
  • Idea generation that brings your brand to life with helpful, interesting and engaging content
  • Know-how to effectively repurpose your content across numerous channels, including blog, social and email
Session 04

Paid Media

With internet users in the UK spending over 3.5 hours a day accessing the internet and the number of social media users in the UK expected to reach 65 million by 2027 – it is no secret that paid ads offer a huge opportunity.

Paid ads allow you to take an ultra-targeted approach, to get in-front of the right audience with a tailored and meanfingul message. 

We’ve designed a crash-course to understand:

  • Opportunities to utilise wider paid social channels
  • When and why to use each platform and their place in the customer journey
  • How to use Google Search and Google Display effectively
  • How to make your Meta better
  • Tips on navigating regulation and restrictions
Session 05

SEO Fundamentals

90% of loan customers start with an online searchAnd over half the calls to action for financial services come from organic search.

We’ll talk about how you can feed algorithms with what they need, helping you to move up the rankings and compete for high-quality traffic. 

You’ll walk away with:

  • A personal report and action plan to improve your website
  • The know-how to confidently research relevant keywords and build out your keyword strategy
  • The how-to to write SEO content that engages users and delights crawlers and algorithms
  • Understanding of the fundamentals required to rank
  • Our hints and tips on where to prioritise your resource and time

Book your place

Numbers will be limited to ensure a collaborative and intimate learning environment so places will be available on a ‘first come, first served’ basis. To learn more about the programme, and be the first to hear when places are released, complete the short form below to register your interest. 

Book your place

Numbers will be limited to ensure a collaborative and intimate learning environment so places will be available on a ‘first come, first served’ basis. To learn more about the programme, and be the first to hear when places are released, complete the short form below to register your interest. 
MP&Co-team