Financial Services
Advanced B2B Marketing
CO-OP Financial Services, a financial services and technology firm operating the largest ATM network in the US, faced numerous obstacles.
Co-Op Solutions
The Client
- Company
- Co-Op Solutions
- Website
- coop.org
- Industry
- Financial Services
- Headquarters
- Tampa, US
About Co-Op Solutions
Velera is a specialized fintech solutions provider exclusively serving credit unions, formed from the 2024 merger of PSCU and Co-op Solutions. 6B in revenue, 5,000+ employees, and 48+ years of combined heritage, they provide comprehensive payment processing, digital banking, fraud prevention, and member engagement solutions to over 4,000 financial…
The 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 These included outdated and unreliable data, excessively long sales cyles of up to 5 years, a lack of integration between sales, product and marketing, and an outdated marketing mindset.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.
Our 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.
The 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 marketer to a leading digital marketer in the credit union and community bank space.
The Work
3 yrs
sales cycle, down from 5 years
30%
more leads
15%
better conversions
The Team
The Chameleons who delivered this engagement.
Practice Areas
Content MarketingMarketing StrategiesAccount-Based Marketing