Redwood Credit Union receives marketing impact award for investment digital newsletters
SANTA ROSA, CA (August 14, 2017) — Redwood Credit Union (RCU) was awarded the Gold Impact award for Marketing at the “No Boundaries!” 2017 Annual Conference, recently hosted by CUSO Financial Services, LP (CFS) and Sorrento Pacific Financial LLC (SPF) in San Diego, Calif. The award was given for RCU’s monthly digital investment newsletter campaign.
The investment e-newsletters, which were developed by RCU’s marketing team in partnership with RCU’s wealth management team, are delivered monthly to approximately 14,000 member households. Each issue features three informative investment-related articles in each issue, which link back to RCU’s website. In addition, the newsletter allows members to set up a free, no-obligation appointment with one of RCU’s nine CFS representatives and advisors to review their investment and financial planning needs.
Affiliated with broker-dealer and registered investment advisor CFS, RCU’s wealth management group saw strong results, gaining 126 new unique clients for a total of 164 new accounts and $9.9 million in invested dollars as a direct result of the digital newsletter program in 2016.
“RCU is always striving to set itself apart by offering personalized service, and delivering timely, relevant information to our members through our digital newsletter is one of the many ways we do this,” said Tom Hubert, senior vice president of wealth management, auto, and insurance services at RCU. “We’re grateful to our marketing team for helping us develop this strategy to educate and inform our members, and we’re honored to receive this award from CFS.”
RCU previously received a Gold Impact award in 2016 for their geo-targeted marketing campaign.
About Redwood Credit Union
Founded in 1950, Redwood Credit Union is a full-service financial institution providing personal and business banking to consumers and businesses in the North Bay and San Francisco. RCU offers complete financial services including checking and savings accounts, auto and home loans, credit cards, online and mobile banking, business services, commercial and SBA lending, and more. Wealth management and investment services are available through CUSO Financial Services L.P., and insurance and auto-purchasing services are also offered through RCU Services Group (RCU’s wholly owned subsidiary). RCU has more than $7 billion in assets and serves more than 390,000 members with full-service branches from San Francisco to Ukiah.
For more information, call 1 (800) 479-7928, visit redwoodcu.org, or follow RCU on Facebook, Instagram, Twitter, and LinkedIn for news and updates.