Marketing Toolkits FAQs

Our regularly refreshed marketing toolkits are available for download on the MTC Partner Login tab of memberstrust.com. Use your current username to log in. You will be prompted to reset your password, and receive a link via email to do so. Please make sure to whitelist the memberstrust.com domain, if you have not already, so that you are able to receive all information from us moving forward. Also, please keep in mind that partners will be notified via email about new campaign kits as they become available. Once you and your marketing teams have reviewed the materials, please reach out to your dedicated MTC marketing manager to discuss next steps. Please contact marketingsupport@memberstrust.com if you have any questions.

We’re excited about the thoughtful reorganization and refreshed look of our new website, but this undertaking also poses practical challenges. Since our partners often feature links on their own sites to MTC’s website, it’s critical that we work together to ensure that any existing links are updated as soon as possible. Please contact marketingsupport@memberstrust.com to coordinate these changes.

MTC has gone paperless. We provide digital files in 3 formats of all materials to our credit union partners: (1) digital file (ideal for email distribution); (2) 3rd party printer-ready digital file; (3) desktop printer-ready digital file.

MTC is providing partners with the option to download 2 different versions of new marketing materials: (1) as-is; and (2) co-branded. For assistance with co-branding or white-labeling, please contact your dedicated MTC marketing manager. If you have any questions, please contact marketingsupport@memberstrust.com. The process for co-branding and white labeling materials is below:

 

Option Method for Accessing
As-is CU Next Steps: Submit materials to Broker Dealer compliance, if necessary; if changes are made to content, submit materials to MTC marketing and compliance for review.
Co-brand CU Next Steps: Integrate CU logo according to MTC Style Guide; Submit co-branded materials to Broker-Dealer compliance, if necessary; if changes are made to content, submit materials to MTC marketing and compliance for review.

Since every market is different, those of our partners who want to obtain translations of our new marketing materials may do so, provided they use a translation service that is certified by the American Translators Association and provide proof of certification to MTC prior to publication.

MTC’s marketing team will work with you to combine our own anonymized demographic data with your credit union’s anonymized member data, in order to identify those segments of your membership that likely need MTC’s products and services. Please contact marketingsupport@memberstrust.com to learn more.

MTC agrees that timely and relevant messages will boost conversion rates. Since every credit union partner’s data collection capabilities vary, contact your dedicated MTC marketing manager to discuss your options.

MTC provides our partners with everything from comprehensive toolkits containing digital and analog marketing collateral to turnkey and co-brandable campaign landing pages. We strive to make it as easy as possible for our partners to market our products and services. And we know that the size, bandwidth and resources of each credit union partner’s marketing team can vary. So, we offer 3 different ways to engage with MTC’s marketing team:

Product Comparison: Premium Standard Plus Standard
Feature PREMIUM
$5,000
STANDARD PLUS
$2,500
STANDARD
 
Regular program review with MTC team Quarterly Bi-Annually Annually
Access to all marketing materials via the toolkit checkmark checkmark checkmark
Starter Kit
Landing page and Eblast announcement language, logos, Brand Guide, Program announcement social post, Product launch calendar, Trust and Trust FAQ co-branded brochures.
checkmark checkmark checkmark
Access to marketing design support to co-brand additional marketing collateral checkmark checkmark
CU marketing growth strategy support checkmark
Digital education and support for member engagement
Customized webinars, newsletter, economic outlook, blogs and more
1 per quarter Bi-Annually
Affinity Trust
Member-facing estate planning seminars that lead to the creatation of an estate plan drafted by an affiliated law firm.
checkmark

Tracking campaign performance is critical. The frequency with which your dedicated MTC marketing manager will meet with you to discuss campaign results and/or brainstorm methods for boosting conversion depends on whether you selected Premium, Standard Plus or Standard service. (see above)

Email Campaigns:

  • Open rate
  • Click rate
  • Soft bounce
  • Hard bounce
  • Conversion rate
  • Unsubscribe

Social Media Posts:

  • Likes
  • Comments
  • Shares
  • Followers

MTC Sections of Credit Union Website:

  • Unique visitors
  • % of new visitors
  • Sessions
  • Completion of lead form, if any

Seminars/webinars:

  • Number of attendees
  • Attendee survey results

While we hope that these new marketing pieces will address most if not all of your needs, we understand that ad hoc requests for materials will likely arise. As such, we are streamlining the process for making one-off requests for new pieces. This new protocol is intended to help us clarify your goals, ensure accuracy of deliverables and enhance efficiency.

Moving forward, if you would like to request the creation of a new marketing piece, please contact marketingsupport@memberstrust.com to request a form for completion. Upon receipt, MTC’s marketing team will schedule a call with you to confirm our understanding of the project and we will do our best to get you what you need within two weeks.

One component of MTC’s new partner engagement strategy is MTC University. This is a section of our website where you, advisors and staff can log in to access educational materials aimed at helping you understand which of your members need MTC’s products and services and why.

Yes, MTC will provide you with information to support a monthly referral-based raffle. In addition, we will match up to $100 per month toward the monthly raffle prize if your credit union produces a minimum of 8 referrals per month. Please contact marketingsupport@memberstrust.com for more information.

Please email the contact information for the following stakeholders at your credit union to marketingsupport@memberstrust.com:

  • Head of marketing
  • Web developer
  • Data expert
  • Head of wealth management

The increased adoption of social channels since covid-19 has changed the road rules a bit. For Facebook, the best times are Wed morning and try to avoid before 7 am and after 5 pm as these are the lowest engagement times. Tues thru Thurs can also be safe times between 8 am-3 pm. For Twitter, between 11am – 1 pm on Monday thru Wednesday for B2C

The increased adoption of social channels since covid-19 has changed the road rules a bit. For Facebook, the best times are Wed morning and try to avoid before 7 am and after 5 pm as these are the lowest engagement times. Tues thru Thurs can also be safe times between 8 am-3 pm. For Twitter, between 11am – 1 pm on Monday thru Wednesday for B2C

Wed is the best day of the week, and 9 am is the best time, followed by 12noon. The lowest engagement day is Sunday, so try to avoid posting then. Friday afternoon is also good for evergreen content, as it continues to show up in feeds on Saturday.

First of all, make sure you always have a Call-to-Action in the post with a link to a page that ideally contains an offer (e.g., watch a video, download a brochure, white paper) and a form to collect a lead’s contact information. It’s also helpful to use a UTM code at the end of the link to track campaign traffic sources. In addition, eye-catching photos, questions, and statistics help with engagement rates.

Plenty! In fact, we’ve taken the liberty of including 2 pages of content with copy, images, and Call-to-Action. We’ve also created turnkey campaign-specific landing pages with forms to collect the contact information of your credit union’s leads. This landing page has already been created. The only thing we need from you is a high-resolution logo if you’d like to co-brand the landing page. We can work with you to determine the ideal recipient of generated leads. We can also help you understand any further qualification that may be necessary.

First, make sure your social media strategy is part of your overall marketing strategy. Hang out online where your members are, and make sure you appeal to different audiences on multiple channels simultaneously. Promoting on social media is not a one-size-fits-all approach. Also, be sure you build trust services content into your regular social media content calendar, and don’t be afraid to share MTC content, as it’s already been vetted through MTC’s legal and compliance.

Contact your dedicated MTC marketing manager who will create a user profile for you. Your username will be your last name, first initial – all one word, and you will receive an email with log-in instructions shortly thereafter.

On the login screen, simply enter your email, and click on forgot password. Email instructions will be sent to you shortly thereafter.

Members Trust Company can help market your practice and engage your members by hosting webinars on several investment and trust service topics.