CASE STUDIES
See what strategic marketing looks like in practice.
Every credit union starts from a different place. Different challenges. Different priorities. Different people.
These case studies share the work behind the strategy and, more importantly, what changed as a result.
Explore how credit unions have used research, strategic planning and stronger marketing foundations to bring greater clarity to their work, support organizational priorities and make more informed decisions.
Working as a one-person marketing department comes with a unique set of demands and decisions.
This case study follows Kristin Olson, Marketing Officer at Crossroads Credit Union, and explores how developing a Marketing Strategy Playbook helped bring greater clarity, confidence and direction to her role.
It includes the written case study and a 10-minute conversation with Kristin about the experience, what changed, and how having a strategic foundation has influenced the way she approaches marketing today.
Kristin Olson
Marketing Officer
Crossroads Credit Union
One Person, One Playbook, Real Results:
Kristin Olson's Marketing Strategy Story
Ian Heggstrom
General Manager
Turtleford Credit Union
Seismic Shift in Marketing Strategy
Turtleford Credit Union wanted to move beyond primarily promotional marketing and build a clearer, more intentional approach aligned with the credit union's goals and priorities.
This case study shares how Turtleford Credit Union partnered with blue dragonfly Marketing Strategies Ltd. to build a stronger marketing foundation, strengthen internal understanding of marketing's role, and connect strategy with day-to-day execution.
It includes the written case study and a 14-minute client conversation with General Manager Ian Heggstrom and Marketing Officer Jessica Scott, offering their perspectives on the challenge, the approach and what changed as a result.
From OK to Outstanding
Prosperity Credit Union, formerly Prairie Centre Credit Union, invested in in-depth market research to better understand its communities, identify opportunities and inform future strategic direction.
The challenge wasn't a lack of data. It was turning a significant volume of research and insight into something clear, relevant and useful for leadership and the board.
This case study shares how the organization partnered with blue dragonfly Marketing Strategies Ltd. to interpret the research, uncover the story within the data, and support more informed strategic conversations and decision-making.
It also demonstrates how marketing can contribute beyond promotion by bringing meaningful insight into executive and board-level discussions.
Beverly Brooks
Manager of Marketing
Prosperity Credit Union (formerly Prairie Centre Credit Union)