The Client

CUNA Mutual Group is the world’s leading provider of services to credit unions and their members. With more than $2 billion in annual revenues, this Fortune 1000 company is headquartered in Madison, Wisconsin and has operations in Waverly, Iowa and Fort Worth, Texas.

 The Project

In the highly competitive field of financial planning, income replacement for retirement and 401k rollovers, CUNA Brokerage Services (CBSI) needed a massive effort from TMAP to update their marketing initiatives for consumer-facing campaigns, program acquisition at the credit union level, talent recruitment campaigns, and comprehensive lead generation and sales promotion strategies for interactive, trade show and direct marketing efforts.