Member Benefit Marketing Toolkit

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Package

Silver

Gold

Custom

Primary Difference

No Leads - Widget Only

Includes Leads

Fully Customizable

Price

Member Benefit Widget

Member Benefit Widgets display on your website. 

• Updates daily with current rates.
• Shows members how much they will save on their next loan or earn on their next deposit compared to the competition. 
• Illustrates how much you saved your entire membership in interest and fees over the prior twelve months.
• Responsive design works on any device and fits space available on your website.
• Customized to match your branding colors.

One responsive design widget, customized to match your branding colors.

One responsive design widget, customized to match your branding colors.

Multiple custom designed widgets for home page and product pages. 

Example:  Home page compares all products, CD widget only shows CDs, credit card widget only shows credit cards, auto loan widget only shows auto loans, etc.

Membership Benefits Reports

In-depth report comparing how much you saved your entire membership in rates and fees compared to banks.  Member savings data is also used in Member Benefit Widgets (above) and Member Benefit Templates (below).

Updated Annually

Updated Quarterly

Updated Quarterly

Products Included & Rate Updates

Rate comparisons include the following products:   

• Loan products: Various terms for auto loans, home equity loans and lines, credit cards, boat loans, RV loans, unsecured loans
• Deposit products: Various terms and tiers for certificates, money markets, savings, checking, IRA
• Mortgages: Only included in Custom Package

Includes Deposit Products and Loan Products.  Rates Updated within three business days of submission

Includes Deposit Products and Loan Products.  Rates Updated within one business day of submission

Includes Deposit Products, Loan Products and Mortgages. Automated real-time updates

Proof Points

Third party validation that you outperform the competition to use in your marketing campaigns and collateral.

Rate Outperformance Certification

Certification updated daily to validate that rates indicated outperform the market average.  Logos may be used in marketing to validate your competitive advantage.

Award Trophy

One trophy is included with each Package.  Additional trophies available for purchase.

Press Release

Joint press release with CUNA and Datatrac showcasing how you outperform the competition for use in local press releases, newsletters, annual reports, etc.

Markets Included

Markets that are included in the Member Benefit Widget, Proof Points and other tools used in these packages.

One Statewide Comparison

One Statewide Comparison

Unlimited national, state or city markets.  Comparison is to visitor’s local market based upon visitor’s zip code and/or IP detection.

Lead Generation

Lead generation solutions for visitors to your website (existing members) and from external sources are available (new members).

Leads sent to an email address you specify.

Includes Lead Routing

Lead Routing

Ability to route leads from different product types to different recipients or branches (e.g. CDs to one location, auto loans to a different location, etc.)  Ability to connect with many lead management and customer relationship management software packages.

Walletshare Software

Members can personalize their experience to determine how much more they save if they move more business to you.

Dynamic Email Comparisons 

Reach out to members with Dynamic Email Comparisons.  Show them how much they can save them to increase your conversion rates.   

Dynamic Search Ads 

Supercharge your Pay-Per-Click advertising campaigns by showing members how much more you save them over the competition.  

Dynamic Landing Pages 

Dynamic Landing Pages live on your domain and use Datatrac technology to display the same dynamic rate and savings comparison illustrated in Dynamic Emails and Dynamic Search Ads. 

Member Benefit Templates

Graphically illustrates the total amount you save your members in interest and fees in the last twelve months compared to the competition. Updated quarterly and customizable to match your website's look and fee.

Competitive Comparison Templates

Design your own competitive comparison.  Includes original code which can be modified by in-house developers or outsourced to Datatrac.

Facebook App

Display your current rates and competitive comparison on your Facebook page
and generate new leads with
Datatrac’s Facebook App.

Lobby Display

Animated graphics of your member benefits and competitive comparisons on branch lobby digital displays.  (Display not included.)

Reporting

Staff can print off competitive comparison reports in real time. 

Application Programming Interface (API)

Used for building custom applications with Datatrac competitive analysis and member benefits analysis.

Which Package Should I Choose?

Package

Silver

Gold

Custom

Primary Difference

No Leads - Widget Only

Includes Leads

Fully Customizable

Price

Select this package if:

• I only need one widget for my home page

• I want to compare to a single state average (i.e. not local, national or multiple states or markets)

• I want lead generation included

• I want more frequent updates

• I want to display multiple widgets on home page and product pages

• I want competitive comparisons to visitor’s local market based upon zip code or IP detection

• I want to include mortgages

• I want to use competitive comparisons in Pay-Per-Click ads or Email campaigns

• I want a Facebook App that posts my rates and competitive comparison on Facebook

• I want to include competitive comparisons on branch lobby digital displays

• I want lead routing

• I want on-demand reporting

• I want more control over design and functionality, including access to an Application Programming Interface  (API) with templates for custom designs