Rate Checker

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Vision.

In the summer of 2025, a new customer satisfaction study was published that ranked credit unions ahead of banks. This inspired an attention getting advertising campaign designed to attract new members and boost loans for York’s oldest founded credit union. The campaign that ran across marketing channels tied in the J.D. Power Credit Union Satisfaction Study with a creative direction communicating the many benefits of banking with a credit union.

Solution.

As loans grew, so did awareness for the credit union difference: less fees, lower payments and more satisfaction. We led members and prospective members to a blog post in The Heritage Valley Feed where they could learn more about the 2025 survey that measured member satisfaction from 9,989 members at the 29 largest credit unions in the continental United States. Heritage Valley makes becoming a member and opening loans effortless with easy-to- use online applications and tools.

Impact.

Next, we rolled out the branding and launch of Rate Checker, a new online tool that compares rates daily across the York and Pennsylvania market areas proving how Heritage Valley stacks up against their competition. The Great Rate Fall Savings Event advertising campaign launched in the Fall featuring the market’s current low rates for auto and home equity. After 90 years, Heritage Valley is attracting new, younger members by promoting why they should “think outside the bank”.

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