Attribution Intelligence for Credit Unions

See what your marketing
actually returned
last quarter.

Credit unions have rich data sitting in siloed systems that were never meant to talk to each other. Attrivix connects them.

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"When leadership asks what marketing returned in funded loans last quarter, the honest answer is: we can correlate — but we can't prove it."
The question every CU marketing team gets asked
The Problem

Banks have enterprise martech.
Credit unions have spreadsheets.

No one has built systems for the way credit unions actually work.

01
Waiting on IT
Every data question is a ticket. Every ticket is a week.
02
Exporting CSVs by hand
Core. HubSpot. Call center. Website. Four exports. Still unclear.
03
Unclear attribution
Leadership asks what the campaign returned. You can't prove exactly how.
04
Missed campaign failures
A campaign fails to deploy. You find out three weeks later.
What Changes

From unclear to funded loan — completely connected.

Weeks waiting on IT→Answers without an IT ticket
Manual CSV stitching→Connected data layer
Unclear attribution→ROI you can trace to funded loans
Campaign failures missed→Early warning when a campaign misfires
Defending budgets on trust→Defending budgets with data
How it works

We connect the systems that were never meant to talk to each other.

Attrivix connects what your marketing spend did to what your lending team funded. Delivered automatically every month.

  1. 1
    Connect
    Connect your core, LOS, CRM and marketing tools.
  2. 2
    Unify
    Attrivix builds one unified data layer inside your own Microsoft tenant. Your data stays yours.
  3. 3
    Report
    Get a monthly report tying each campaign to the loans it funded. The same clean data can feed your AI tools.
Sample monthly report
Illustrative
CampaignChannelFunded
Auto refinanceEmail$4.2M
HELOC springDirect mail$2.8M
New member autoDigital$1.9M
Campaign → channel → funded loan.
See How It Starts →
Prior engagement — not a current Attrivix case study
$38.7M
funded loan volume · 6 months · $7.6B credit union

Before Attrivix was a product, our founder partnered with the CLO of a $7.6B credit union and applied early attribution frameworks. This number is from that prior engagement.

Who It's For

Built for the people who own the problem.

  • VP of Marketing who can't answer the ROI question
  • CMO who's tired of defending budgets on gut feel
  • Marketing Director exporting CSVs every single quarter
  • CLO who wants to connect dealer relationships to funded volume
  • CEO who wants to know which campaigns actually moved the needle
Patricia Thomas
Founder & CEO · Attrivix

Seven years in the credit union lending vertical, across 120+ credit unions. She worked directly with CU teams pulling exports from disconnected systems and stitching the numbers together by hand. Consistent correlation was still better than reading each system in isolation.

120+
CU relationships
9.6
9.6/10 avg. likelihood to recommend
$6M
ARR managed · prior role
7 yrs
Exclusively in credit unions
Two ways in

Ready to see what your data actually shows?

For decision makers

Book a 30-Minute Call

We'll map your current data landscape and tell you what is missing.

Schedule with Patricia →
For the curious

The CU Shortlist

Weekly AI tool rankings and market moves for credit unions, filtered for people who work in the space.