OC Federal Credit Union

Recognizing the need for an agency with experience in the financial industry, OC Federal Credit Union (formerly Ohio Catholic FCU) contracted Briefcase Marketing to act as a Fractional Marketing Director.

The Challenge.

OC Federal Credit Union lost their Vice President of Marketing in the middle of a major website renovation project.

In a complex and heavily regulated industry, they needed an experienced marketing partner to step in and provide stability across all marketing projects and campaigns.

Our Role.

OC could not afford loan leads dropping off and dwindling member engagement.

We identified new messaging and design elements that effectively communicated their financial expertise. We emphasized competitive advantages such as low loan rates and personalized service.

We developed Google Ad campaigns targeting specific member needs. And we created social media content, videos, and email campaigns that reinforced their mission while driving measurable results.

The Results.

Website successfully launched and qualified lead volume increased.

Google Ads drove a 219% increase in leads, and membership grew by over 350 new members.

We improved their conversion rate from 6% to 13%—on over $10,000 in monthly ad spend. That's more than double the conversions for the same budget.

      EXCELLENT  
   Based on 20 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Katie Wayner 
 
 
 
 Trustindex verifies that the original source of the review is Google. Dan and his team bring professionalism and creativity to all they do. They are a true pleasure to work with. Dan is clearly knowledgeable in all things marketing. He is receptive to feedback, accessible for questions, and provides thorough answers in a timely matter. He communicates every step of the process. Dan and his team are committed to creating nothing but superior products. Our ministry highly recommends their services!
  
 
      Posted on Google  
   
   Patricia Daoust 
 
 
 
 Trustindex verifies that the original source of the review is Google. Dan has been a pleasure to work with.  The website he developed for our nonprofit is both well organized and creative.  He helped us develop our own ideas and added creative visuals to present these ideas. We believe that this website will be a powerful tool for both education and inspiration!
  
 
      Posted on Google  
   
   Danene Beal 
 
 
 
 Trustindex verifies that the original source of the review is Google. The launch of the new website brings a refreshing and modern update that gives our school community a user-friendly experience with a clean and organized design. The layout balances fresh visuals with clear functionality, giving the site both energy and purpose. It’s a strong step forward in ensuring our families and prospective families feel connected, informed, and supported.
  
 
      Posted on Google  
   
   Kimberly Turner 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great attention to detail and easy to work with.  Our website is wonderful and we have received many compliments!
  
 
      Posted on Google  
   
   Cheyenne Blanchette 
 
 
 
 Trustindex verifies that the original source of the review is Google. Dan was awesome and very helpful! Working with him was a pleasure!
  
 
      Posted on Google  
   
   Maria Wancata 
 
 
 
 Trustindex verifies that the original source of the review is Google. Briefcase Marketing made a confusing yet essential process for any business/organization incredibly smooth! The BM team was great to work with and accessible for communication and good at teaching our team on how to use the new website. I highly recommend using Briefcase Marketing!
  
 
      Posted on Google  
   
   CL 
 
 
 
 Trustindex verifies that the original source of the review is Google. It's always a pleasure to work with Briefcase Marketing! Dan's creativity and insight into reaching your target market are truly exceptional. His innovative strategies and keen understanding of market trends make a significant impact. His professionalism, dedication, and attention to detail make every project a success. He is extremely responsive and easy to work with. I highly recommend Briefcase Marketing for anyone looking to elevate their brand and achieve outstanding results.
  
 
      Posted on Google  
   
   Marc Andreozzi 
 
 
 
 Trustindex verifies that the original source of the review is Google. Briefcase Marketing did a fantastic job in helping with my needs. They provided high quality work and friendly service with a very fast turnaround time.
  
 
      Posted on Google  
   
   Rafe Lewis 
 
 
 
 Trustindex verifies that the original source of the review is Google. Dan was awesome throughout the entire process. He met with my team at all stages, and was readily available after our site was launched with any questions we had.
  
 
      Posted on Google  
   
   John Trabbic 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great company. Dan is gifted in his work and always quick to respond whenever we are in need. Highly recommend!

2023 Marketing Work

With their marketing director gone, we completed their website redesign, managed Google Ads campaigns, launched weekly promotional email campaigns, oversaw Net Promoter Score surveys, created visual media for branch lobby screens, designed print materials (quarterly newsletters, posters, newspaper ads), and provided on-site marketing training for their team.

We saw a 219% increase in qualified leads and 350+ new members joined the credit union.

2025 Marketing Work

In 2025, OC Federal Credit Union (the largest Catholic credit union in Ohio) brought us back for the same reason as 2023. Their marketing director left and they needed to keep the ship afloat while they hired a full-time replacement.

We not only kept everything afloat (weekly promotional email campaigns, oversaw Net Promoter Score surveys, created visual media for branch lobby screens, designed quarterly newsletters, posters, newspaper ads) we improved their Google Ad conversion rate from 6% to 13% on over $10,000 in monthly ad spend. That’s more than double the conversions for the same budget.