25 James Street New Haven, CT 06513 
Credit Union
Client Scenario:
  • A credit union wanted to change their charter from a seg-based to a TIP charter.
Business Problem:
  • They needed a two-year marketing plan to submit to NCUA with their application for the new charter.
  • The CU did not have the time or expertise to develop the plan.
Solution Strategy:
  • Harty was contracted to develop the two-year marketing plan.
  • The plan included list acquisition and a multi-channel marketing effort to reach all qualified potential members.
  • As required by the NCUA, a two-year budget was included as well as the goals for new members.
  • To ensure the success of the plan, a two-year Harty consulting agreement was included.
  • The marketing plan was submitted with the TIP charter application.
  • Within two months, the new charter was accepted.
  • The plan is now being executed with initial success in acquiring new members.