Credit Unions:

Do You Want to Effortlessly Scale

Loans and Memberships?

We've Cracked the Credit Union Growth Code For Other Credit Unions. See What We Could Do For Yours...

Why Credit Unions Struggle to Scale Memberships and Loans

Credit Unions once thrived on niche markets, but growing competition makes digital marketing essential for success.

❌ Fear of Managing Contemporary Marketing?

We know it’s tough keeping up with the ever-changing marketing landscape—but the solution is no secret.

❌ Avoiding Complicated Marketing Regulations?

Marketing compliance is complicated and time-consuming—but it shouldn't hold you back.

❌ Relying on Word of Mouth and Sales Goals?

With fewer members visiting branches, sales opportunities for staff are at an all-time low. It's time for a better approach.

The Last Solution You Will Ever Need For Credit Union Growth

Introducting Our MomentumFi Formula, the solution to setting your Credit Union up on the path to strategic growth.

Gain clear, actionable insights to drive growth.

Make data-driven decisions with confidence, turning insights into measurable growth.

Reach the right audience with targeted campaigns.

Deliver personalized marketing that connects with the right demographic, driving engagement and loyalty.

Stay compliant without limiting growth potential.

Navigate compliance with ease, ensuring your growth thrives while meeting all regulatory requirements.

Why do Credit Unions Trust MomentumFi When it Comes to Unstoppable Growth?

With our Credit Union expertise, we craft marketing strategies that align with your goals and values.

👍 Laser-Focused Ads to Reach Your Existing Members

Ensure that your Credit Union is top-of-mind when existing

members shop for a new loan or new deposit account.

👍 Targeted Ads to Reach New Members

Drive potential new members to your products and services so they can see how you outshine the competition.

👍 Growth on Autopilot

We do the heavy lifting for you, leaving you with more time to serve your members.

👍 Making the Competition Take Note

Competitors will look at your Credit Union as the go-to financial institution in your market.

Our Services - Your Solutions For Growth

Precision Facebook Ad Campaigns

Maximize your brand’s impact with data-driven Facebook Ads that connect with the right audience at the right time. Our expert strategies ensure higher engagement, increased conversions, and a strong return on investment.


Targeted campaigns for optimal reach
Data-driven insights for better results
A/B testing to refine performance

High-Impact Instagram Ad Campaigns

Capture attention and grow your audience with visually compelling Instagram Ads tailored to your brand. Our strategic approach ensures increased visibility, meaningful interactions, and higher conversions.


Custom creatives that captivate viewers
Precision targeting for maximum impact
Performance analytics to boost results

Viral TikTok Ad Campaigns

Leverage the power of TikTok with trend-savvy ads that grab attention and drive real connections. Our dynamic approach ensures higher engagement, brand growth, and increased conversions.


Trend-focused ads that spark interest
Smart audience targeting for impact
Continuous refinement for top results

High-Impact Google Ad Campaigns

Get in front of the right audience at the perfect moment with powerful Google Ads. Our expert strategies ensure increased traffic, stronger conversions, and measurable success.


Strategic placements for peak exposure
Data-driven refinements for better outcomes
Persuasive ad copy that drives action

Results-Driven Email Marketing

Build lasting relationships with compelling email campaigns designed to inform, engage, and drive action. Our strategic approach ensures higher open rates, stronger connections, and measurable growth.


Customized messaging for deeper engagement
Data-backed improvements for peak performance
Strategic automation to boost efficiency

Case Studies

A financial advisory firm struggled with ineffective ads, generating low-quality leads at an increasing cost per lead. By refining audience targeting, improving ad creatives, and implementing A/B testing, we optimized their campaigns for better engagement. In just two months, these changes led to a significant improvement in lead quality and cost efficiency.

Key Results:

🟡 Total Spending: $10,077.02

🟡 Total Leads: 333

🟡 Click-Thru-Rate: 5.77%

🟡 Cost Per Click: $4.24

A financial advisory firm struggled to generate quality leads through ads, facing high costs and inconsistent results. By refining audience targeting, optimizing ad creatives, and implementing conversion tracking with retargeting, we significantly improved their campaign performance. In just one month, these strategic adjustments led to a steady flow of high-quality leads at a reduced cost.

Key Results:

🟡 Total Spending: $4,173.12

🟡 Total Leads: 189

🟡 Click-Through Rate (CTR): 4.31%

🟡 Cost Per Click (CPC): $22.87

An insurance brokerage firm struggled with high lead costs, limiting their ability to scale customer acquisition. By restructuring their lead generation strategy with targeted Google Ads, optimized ad copy, and revamped landing pages, we improved visibility and conversions. This data-driven approach resulted in lower acquisition costs and higher lead quality,

Key Results:

🟡 Total Spending: $1,805.62

🟡 Total Leads: 60

🟡 Click-Through Rate (CTR): 3.94%

🟡 Cost Per Click (CPC): $3.86

Credit Unions:

Are You Ready To Scale Without Relying On

Sales Quotas and Word-of-Mouth?

The MomentumFi Formula:

We help Credit Unions not only attract

new memberships on autopilot, but also effortlessly scale loan applications and deposits without relying on branch sales

goals by using our MomentumFi Formula.

Contact Us:

584 Castro Street #2033

San Francisco, CA 94114

tel: 707.654.2941

email: [email protected]