From Traditional Advertiser to Account Based Marketing Leader

Challenge:

CO-OP Financial Services, a financial services and technology firm operating the largest ATM network in the US,  faced numerous obstacles. These included outdated and unreliable data, excessively long sales cyles of up to 5 years, a lack of integration between sales, product  and marketing, and an outdated marketing mindset. The challenge was to clean up the data, overhaul their marketing approach, and drive digital innovation to accelerate sales cycles and increase lead conversions.

Approach:

Chameleon Collective devised and executed a comprehensive plan to address these challenges. We started with a thorough cleanup of their data to ensure reliability and accuracy. We then introduced a new CRM system to improve data management and customer relationships. We developed and executed Account-Based Marketing campaigns to target specific high-value accounts effectively. Simultaneously, we launched a new content development department that was fully integrated with PR, Marketing, and Sales Enablement. This allowed for unified messaging and the activation of marketing automation, creating a seamless and efficient marketing process.

Impact:

The transformation had a profound effect on CO-OP Financial Services. The sales cycle shortened dramatically from 5 to 3 years. The number of leads increased by 30%, and conversions improved by 15%. Through this comprehensive marketing transformation, CO-OP shifted from a traditional markterto a leading digital marketer in the credit union and community bank space.