Patelco Credit Union

Rina Johnson, VP, Marketing
Brian Davis, Director, Marketing
Louisa Chin, Senior Product Marketing Manager
Keyan Keihani, Principal, Digital Marketing
Olga Lopata, Senior Graphic Designer

EXL *Lead Agency

Jay Wells, Head of Digital Marketing Solutions
Alan Fishbein, VP, Banking Vertical Lead
Zarna Shah, Sr. AVP, Analytics
Colin Cunningham, Executive Creative Director
Nicole Bruno, AVP, Client Service
Patrick LaGuardia, Sr. Director, Digital Media
Aseem Chandwani, AVP, Analytics
Surbhi Gupta, AVP, Analytics
Ruchi Patel, AVP, Analytics
Sharlin Kothari, Sr. Manager, Analytics
Harsh Motwani, Project Manager, Analytics
Ankita Gupta, Manager, Analytics
Dimple Khubchandani, Sr. Consultant, Analytics
Libby Treadwell, Sr. Business Analyst, Campaign Operations
Champa Son, Business Analyst, Campaign Operations
Elizabeth Battaglia, Creative Director
Tiffany Petrou, Sr. Graphic Designer
Lee Cieniawa, Proofreader
Louis Cordisco, Project Management Lead, Creative Services
Alyson Kazansky, AVP, Digital Project Management Lead
Judy Huang, Ad Ops Lead
Nikhil Ahuja, Manager, Ad Ops
Shubhani Sharma, Manager, Ad Ops
Jericho Cruzado, Paid Search Lead
Kushaagra Gupta, Consultant, Paid Search
Colleen Bruemmer, AVP, Research & Insights Lead
Carlos Comella, AVP, Client Service

R/West

Casey Nolan, Video Director, Editor and Producer
Sarah Simmons, President

Going up against the banking goliaths in their market, Patelco needed an effective way to build brand strength and acquire new members. Using a combination of data, targeting analytics, addressable media, and compelling member testimonials, Patelco was able to get the biggest bang for their small campaign budget. In the end, the campaign delivered 3x more checking relationships than Patelco expected, each at 1/3 the anticipated cost to acquire. It also tripled aided awareness and doubled switching intent.