Ser Tech and Equifax to co-host webinar on Responsive Marketing (Triggers)

Make proactive offers to members who are actively shopping for a loan.

DALLAS, TX (July 5, 2017) — Credit unions are facing increased competition from banks, dealerships, and Fintech companies. The need for credit unions to effectively reach their members who are currently out shopping for a loan has never been greater.

Ser Tech is launching a new service offering that will give credit unions the tools they need to find and communicate with members in the market for a loan. Ser Tech will be conducting a free webinar on their Responsive Marketing (Triggers) program on Thursday, July 13, 2017, at 1:00 p.m. Central Time.  The webinar will be co-hosted by Equifax.

Credit unions can sign-up for this free webinar by registering here:

The webinar will discuss the benefits of Responsive Marketing, which include proactive communication to members when they are shopping for a loan, increased response rate of push messages, and lower cost of cross-selling.  The program works like all Ser Tech’s Fetch Marketing programs, and credit unions can run multiple campaigns to maximize their marketing efforts.

“Market experts say that 60 percent of loan shoppers will commit to a loan within a week of a credit bureau inquiry,” said Shana Richardson, CEO of Ser Technology.  “Within 24 hours of a credit inquiry, we will send members a pre-qualified loan offer on behalf of the client credit union by phone, mail, email, and the internet — all while the member or prospect is still shopping.”

“Responsive Marketing requires that an offer of credit be made to all candidates and all marketing materials contain the appropriate FCRA disclosures and disclaimers related to the offer of credit,” said Richardson. “As with all of our campaigns, we provide turnkey service and will ensure that your program is delivered within compliance regulations.”

Speakers for the webinar are Andrew Dawson, Sales Manager for Ser Tech, Bob Harris, Strategic Account Manager of Equifax, and Fernando Berrios, Senior Account Manager for Equifax.

Ser Tech has worked with over 3000 credit unions in the past two decades. The Auto Loan Recapture® (ALR) program alone generates over $1 billion a year in loans for credit unions. The team works with hundreds of credit unions and has the experience to assist your credit union in developing a successful program, whether it’s auto, mortgage, bank card, or personal finance inquiry.

Equifax, a global information solutions company, organizes, assimilates, and analyzes data on more than 820 million consumers and 91 million businesses worldwide.

About Ser Tech

Ser Tech is a financial technology services company that leverages credit data to help clients target consumers to generate new loans, provide FICO® Scores and credit education for consumers, and identify, measure and manage portfolio risk and opportunity through comprehensive loan management. Ser Tech is headquartered in Dallas, serving more than 3,000 credit unions since 1994.


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