Integris Credit Union

Integris Credit Union

Designing a new online experience for BC's most beloved Credit Union

Challenge

Integris Credit Union (Integris CU) has always been successful in focusing their efforts to improving the well-being of their Members, Staff and Communities. And they’ve adopted new policies, strategies, services and technologies to ensure continuous improvement and best in class services for its clients.

Integris CU recognized that in order to continue these tenants, and to expand their current customer base, they had to develop a better digital engagement strategy and online home.

Result

Winner of the Mobile Web Award 2014 and Marketing Association of Canada AIM Award 2015 for Best Credit Union Mobile Website

Agenda Marketing assisted Integris in developing a strategic plan to fully understand the following:
1. Clear definition of business goals and objectives
2. Clear definition of targeted audience / personas
3. List of typical PAINS for which each persona would seek solutions
4. Clear definition of areas of profitability for the purpose of the conversion focus
5. List of conversion goals (i.e. request consultation, request a quote, call me back, instant online chat, staff showcase, community involvement, download resource, sign up for newsletter, download coupon, watch our video, like us on FB, etc.)
6. Site Structure and Site Map recommendations
7. Functional descriptions / definition of required functionalities
8. Site structure and a site map
9. Data flow diagrams

From here, we were able to develop a full website solution including the new look of integriscu.ca and the development of a fully responsive and strategic website.

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