Marketing that Performs. Strategies that Scale.

We help Financial Services, Insurance, & Credit Union Leaders turn data into high-impact marketing strategies that accelerate growth & improve team performance.

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Turning Consumer Interest into Credit Union Growth

Credit unions are growing faster than ever, with rising membership, strong loan growth, and consumer trust that outpaces big banks. Nearly half of younger consumers say they’d switch to a credit union, but barriers like digital gaps and switching hassles hold many back.

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Turning Consumer Interest into Credit Union Growth

Consumers — especially Gen Z, Millennials, and small businesses — are increasingly willing to move from big banks to credit unions, which now serve 143.8 million members and hold over $2.3 trillion in assets. Credit unions are gaining ground in auto loans, credit cards, and overall satisfaction, but growth is limited by digital shortcomings, switching friction, and low awareness. This moment offers a strong opening: with better digital tools, stronger customer experience, and targeted marketing, credit unions can convert interest into real growth. Perez Consulting Group helps credit unions do exactly that through data-driven strategy and performance optimization.

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How Predictive Models can Fuel Growth Strategies

We specialize in helping start up organizations achieve outsized growth with limited resources. Our predictive modeling strategies enabled a national insuretech carrier to expand from 2 to 22 states while driving a 500% increase in stock price—demonstrating how data-driven decisions create measurable shareholder value.

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How Predictive Models can Fuel Growth Strategies

Predictive modeling allows mid-size companies with limited marketing budgets to compete more effectively by reducing wasted spend, improving targeting, and driving growth. Businesses using predictive analytics often see 200–400% ROI, up to 30% lower acquisition costs, and stronger retention and order values. Perez Consulting Group delivers these kinds of outcomes, including helping a mid-size insurance carrier expand from 2 to 22 states and increase its stock price by 500% through predictive modeling–driven strategy.

Solution Model

Adapting to what fits your needs

Hourly Engagement

Best for Unpredictable Needs

When to choose: Early-stage projects, evolving scopes, or when you’re not sure how much support will be required.
Value: Flexible, low commitment, pay-as-you-go access to expertise.
Ideal for: Testing new initiatives, troubleshooting, or filling immediate gaps.

Outcome-Based Projects

Best for Defined Goals

When to choose: Clear milestones or deliverables (e.g., strategy plans, marketing audits, state expansion initiatives).
Value: Predictable costs, focused accountability, and assurance that success is tied to results—not hours worked.
Ideal for: Clients who want cost certainty and measurable impact.

Retainer Partnership

Best for Ongoing Support

When to choose: Continuous needs such as ad hoc requests, executive support, or recurring deliverables.
Value: Reserved access to 20–30 hours per month, priority response, and long-term strategic alignment.
Ideal for: Organizations seeking a trusted partner to provide consistent support and thought leadership.

Marketing Strategy Development

Get a clear, actionable roadmap to align your marketing with your business goals.

Includes:

Strategic Audits, Growth Planning, Competitive Positioning.

Performance Measurement & KPI Design

Build scorecards and dashboards that reflect the metrics that matter.

Includes:

Metric Alignment, Strategic Storytelling, Performance Accountability.

Predictive Modeling & Attribution

Understand what’s working and where to optimize.

Includes:

Attribution Modeling, Forecasting, Scenario Planning.

Team & Capability Assessments

Identify strengths and blind spots within your team to improve execution.

Includes:

Org Design, Training, Skills matrix.

SEO & Channel Optimization

Turn organic and paid channels into performance engines.

Includes:

Channel Audits, SEM Strategy, Channel Mix Modeling.

Fractional CMO Support

Senior marketing leadership without the full-time cost.

Includes:

Executive Coaching, Interim Leadership, Board Support.

Delivering Results for Clients

From insurance companies, to credit unions, we have wide experience with many industries

I’ve had the pleasure of working with Perez Consulting Group on a major project shaping my marketing analytics and insights team, and his contributions were invaluable. He led us through a thoughtful research phase to understand our data and capabilities landscape, helped us quickly identify gaps and opportunities, and built a clear and practical framework that not only aligned our metrics, but also gave us a clear communication plan and an actionable path forward.

What stood out most was his ability to translate complex data and systems into clarity for both technical and non-technical stakeholders. The work he delivered has given my team stronger direction, better alignment, and the tools we need to take meaningful next steps. I highly recommend Chris to any team looking for a sharp, structured, and impactful partner in the ever-changing Marketing Analytics field.

Amy Engallina

Credit Human, CMO