Marketing for Bank and Credit Union in Royal Oak, MI

Bank and Credit Union

At Marketing Qubed, we help banks and credit unions across Metro Detroit attract younger borrowers, generate more online leads, and lower cost per lead with data-driven digital marketing.
Industry

Banking, Credit Unions

Goal
Generate more mortgage and loan leads while lowering cost per lead
Services
SEO, Video, Google & YouTube Ads, Retargeting
Main Conversion
Loan and mortgage applications
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The challenge

Where the client needed help

This community bank had strong deposits but wasn’t converting its customer base into loan and mortgage business, especially among younger, digitally-driven borrowers.
The mortgage market had also slowed, making it harder than ever to generate cost-effective leads without a clear digital strategy in place.

Visibility gaps

The bank relied on traditional media and community engagement, with little presence in front of the younger, digitally-savvy borrowers who now shop for loans online.

Conversion friction

A long-time, deposit-heavy customer base wasn’t converting into loan and mortgage customers, especially as the mortgage market slowed.

Tracking needs

Without clear lead tracking in place, it was difficult to see which channels were actually driving applications versus just traffic.

The Goal

From interest to action

The bank’s goals were straightforward: attract a younger audience with strong borrowing potential, generate more online leads, and lower the cost of each one.
It has survived not only many decades, but also the leap into electronic typesetting, remaining essentially unchanged.

Business Goals

Attract a younger, digitally-savvy audience with strong borrowing potential and grow mortgage and loan applications.

Measurement Goals

Generate more qualified online leads for mortgage and loan products while lowering cost per lead.

Our Approach

How We Got There

01

Discover

We meet with a Marketing Qubed strategist to understand your goals, your current marketing, and where the biggest opportunities are.
02

Plan

We build a data-driven strategy across five primary sales funnels, targeting the audiences most likely to apply for a mortgage or loan product.
03

Execute

We launch an omnichannel campaign combining video, Google Ads, YouTube, social, and retargeting, all working together to drive applications.
04

Measure

We track cost per lead and conversions continuously, optimizing and A/B testing to keep results improving month over month.

What we work on

Our Platforms & Services

We combined the following platforms and services into one omnichannel strategy built specifically for this financial brand.

Digital Agency of Record and ongoing marketing strategy development.

Video production tailored to a younger, digitally-savvy borrower audience.

Google Ads and YouTube Ads targeting in-market mortgage and loan borrowers.

Social media ads and marketing across the platforms borrowers use most.

Retargeting to bring back visitors who didn’t convert on the first visit.

Conversion tracking and optimization to keep cost per lead moving down.

Marketing for your industries

The Results

Through a data-driven, omnichannel strategy, powered by video content, consistent optimization, and A/B testing, this bank saw meaningful results within months.

Performance story

Cost-per-lead dropped to $17.21, 65% below industry average, thanks to consistent creative testing and channel optimization.

reporting story

Clear, ongoing reporting let the bank see exactly how many mortgage and HELOC leads each channel was generating in real time.

The Bank & Credit Union Results

Real Numbers, Real Results

Lower Cost Per Lead

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Cost-per-lead dropped to $17.21, 65% under industry average.

Leads Generated

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Over 1,400 leads generated for mortgage or HELOC products.

Audience Reached

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More than 80,000 people reached who were in-market for mortgage or HELOC products.

Metric Four

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Deliverables

What We Delivered

Reporting dashboards

Custom conversion tracking and reporting dashboards to monitor cost per lead in real time.

landing page

Dedicated landing pages built to convert mortgage and loan traffic into applications.

campaign creative

Video production and graphic design tailored to a younger, digitally-savvy borrower audience.

SEO / Content updates

Ongoing SEO and content updates to keep the bank visible for local loan and mortgage searches.

Key Takeaways

Why it worked

A few things made the difference between a one-time campaign and a strategy that kept improving month over month.

Trust/Clarity

A clear, human message that resonated with a new generation of borrowers built trust faster than traditional media ever had.

Execution

Five coordinated sales funnels, running together, kept leads flowing consistently instead of relying on one channel.

Meaningful measurement

Real conversion tracking meant every dollar of ad spend could be tied back to an actual mortgage or loan lead.

FAQ's

Questions this page can answer

What makes financial marketing different?

We work with community banks, credit unions, and other financial institutions across Metro Detroit, helping them grow deposits, mortgage applications, and new account openings.

For financial brands, the conversions that matter most are usually calls, loan applications, and account opening forms, not just clicks or impressions.

Yes. The same data-driven approach that worked for this bank scales down to smaller institutions, we build the funnel size to match your budget and goals.

In most cases, yes. A dedicated landing page gives us a clean way to track conversions and test messaging without the noise of a full website page.

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Want your business to be the next success story?

If your bank or credit union is ready to attract more borrowers and lower cost per lead, let’s talk. Partner with Marketing Qubed and watch your institution thrive.
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