Financial services
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Crowd-lending platform matching lenders with vetted impact enterprises.
Financial services
The Police Credit Union
Member-owned New Zealand credit union serving police personnel and their families.
40%Reduction in manual tasks
30%Improvement in lead conversion rates
25%Faster follow-up response times
20%Increase in member satisfaction
About The Police Credit Union
The Police Credit Union has been a member-owned financial cooperative in New Zealand since 1974. It serves police personnel and their families exclusively, with financial services and programs tailored to that community. Recruitment events are a primary channel for new members.
The problem
Recruitment events deliver a burst of new leads and a short window to act on them, and the follow-up after them was being run by hand. Lead tracking was manual and prone to errors, so people who signed up at an event could fall through the gap between the event and the first contact. Follow-ups were slow and inconsistent, which meant missed opportunities at the point interest was highest. With no automation on sign-ups or ongoing communication, the administrative load rose with every recruitment round.
How we approached it
The design question was how to make the follow-up happen without a person having to remember. We built a customised sales pipeline for the sign-up process so every lead holds a visible position rather than sitting on a list. Automated sequences then took the follow-up itself, sending timely, consistent communication after an event instead of whenever someone got to it. Targeted landing pages and marketing funnels were added so sign-ups arrive already in the system rather than being typed in afterwards.
What we built
- Customised sales pipeline for membership sign-ups
- Automated workflows replacing manual lead tracking
- Automated email templates and follow-up sequences
- Targeted landing pages for membership sign-up
- Marketing funnels for lead generation
What changed
Manual tasks dropped 40%, giving the team time back for work that needs a person. Follow-ups go out 25% faster and at a consistent standard, and lead conversion improved 30%. New recruits get a sign-up experience that does not stall between the event and the first contact, and member satisfaction rose 20%.
Implementing HubSpot with DigiKat's help has been a game-changer for us. The automated workflows and streamlined processes have saved us time and improved our communication with new recruits. The entire sign-up experience is now seamless, and we've seen a noticeable improvement in member satisfaction.
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