marketing campaign Source: Shutterstock.

Patelco Credit Union ($7.1 billion, Pleasanton, Calif.) understands running campaigns, whether it is a massive card reissuance program; or award-winning member-acquisition direct mail and social media driven pet-calendar projects.

Erin Mendez, CEO of Patelco − which began in 1936 with only $500 assets, and a few employees at Pacific Telephone and Telegraph Company and now has 37 branches and more than 355,000 members − explained the credit union flipped cards three years ago from Visa to Mastercard. Unfortunately, all the cards issued in 2016 came expired in 2019. “We really needed to reissue cards en masse,” Mendez explained they also needed in assessing their activation program as well as how to stagger cards in the future.

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Roy Urrico

Roy W. Urrico specializes in articles about financial technology and services for Credit Union Times, as well as ghostwriting, copywriting, and case studies. Also: writer/editor of a semi-annual newsletter for Association for Financial Technology since 1997 and history projects funded by the U.S Interior Department, National Park Service and Warren County (N.Y.).

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