Attribution Intelligence for Credit Unions

See what your marketing
actually returned
last quarter.

Credit union marketers have the data. It just lives in five different systems with no one connecting the dots. That changes now.

Book a 30-Min Call Get the weekly brief
"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.

The tools to fix this have existed for years. Nobody built them for the way credit unions actually work — until now.

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→Instant answers
Manual CSV stitching→Connected data layer
Unclear attribution→Provable ROI
Campaign failures missed→Real-time alerts
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.

Sample monthly report
Illustrative
CampaignChannelFunded
Auto refinanceEmail$4.2M
HELOC springDirect mail$2.8M
New member autoDigital$1.9M
Campaign → channel → funded loan. That is the report leadership wants.
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 actually 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. She lived this problem at the account level, across 120+ credit unions.

120+
CU relationships
9.6
NPS · prior role
$6M
ARR managed · prior role
7 yrs
CU vertical only
Two ways in

Ready to see what your data actually shows?

Talk through the problem, or stay close to what is moving in the space.

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

Weekly CU attribution notes

CU marketing tech, attribution, and AI — filtered for people who work in the space.