![]() ![]() Helping members easily access the financial services they need at the right time and in the right place has proven successful for Allegacy and its members. “And understanding that not everyone completes a purchase at that moment, we can personalize our follow up with timely reminder messages, delivered directly, through our mobile banking app” explains Stacy. With these permission-based insights, we can let them know in real-time, direct to their cell phones, the auto-special offers we have and how we can help them get that car they are dreaming of.” We use location-based insights and geofencing to target auto-dealerships and understand when members are visiting. “With Pulsate we can reach groups of members who are in the market for a new car. ![]() “But knowing when they are thinking of buying a car has sometimes been a challenge” explains Stacy.Using Pulsate, Allegacy can walk side by side with its members on their purchasing journey. When they find that car they love, we want to help them drive it off the dealership lot as quickly and easily as possible.” “Many of our members come to us for auto loans. ![]() Personalized offers for personalized needs – the Auto Special Story Here are some snippets of how it works and the successes they have enjoyed. Using the Pulsate mobile communications platform, Allegacy has been able to turn its vision into reality. In short, we want to do the right thing, at the right time, and in the right place for the financial wellbeing of our members.” We want to be respectful, understand their individual needs and be there, at the right time and place, with offers and services that can help. “We don’t want to bombard our members with information. To serve them well, we need to give them easy access to relevant financial services no matter where they are” explains Stacy Jones, Senior Marketing Specialist at Allegacy. “Our members are busy people, on the move from place to place. One example of this has been Allegacy’s investment and focus on building an innovative mobile communications strategy powered by the Pulsate Platform. What’s driving its success? A deep-seated commitment to the wellbeing of its members and a relentless focus on meeting its members’ needs when and where they want to be met. With a member base of over 165,000 and a long-standing ranking in the top two hundred and fifty credit unions in the United States, Allegacy is one of the top credit unions in North Carolina. ![]()
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