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CASE STUDY "Although we were engaged in a fair amount of digital marketing already, we wanted to extend our capabilities by automating key marketing activities and select delivery channels that offered a significant ROI." Rivermark was poised for growth and wanted to not only add members but achieve higher cross - sell ratios, and bolster the credit union's value to its members. A Marketing Automation Platform (MAP) could provide the missing data needed to understand customer expectations, but Rivermark didn't have one in place. Rivermark consulted DemandGen to put digital marketing strategies in place to help the company match the right services with the right customers and increase adoption. Industry: Financial Services Employees: 201 - 500 Client Since : 2017 Brief Company Description: Technology - driven Credit Union Area of Focus: Marketo Implementation, Lead Management 5.1% Cross - Sell Ratio Increase Increased the cross - sell ratio from 2.72 to 2.86 2.3% Increase in Services per Customer Boosted average services per customer from 2.57 to 2.63 Understand what interests prospects or members Automate key delivery channels to improve reach and frequency Implement a marketing automation platform and digital marketing strategy Increase cross - sell ratios and provide additional value to customers David Noble SVP Marketing Business Challenge Key Initiatives Results Rivermark Bolsters Higher Cross - Sell Ratios by Implementing Marketo and New Lead Management Programs

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