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Elements Federal Credit Union Testimonial Campaign

B2B Campaign to launch a new product offering – the Bend HSA platform as a software as a service white label product to financial institutions.

The Target

Regional financial institutions who offer health savings accounts but are looking for a white-label solution to elevate the HSA beyond a standard deposit account.

The Campaign

The campaign leveraged a video testimonial and case study from a current client who found success with our HSA white label solution. The campaign started with targeted LinkedIn campaigns that drove contacts to a landing page with a lead generation form, which then pulled lead through a lead nurturing campaign within HubSpot.

The Assets

Elements Testimonial Campaign Landing Page

Landing Page

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Elements Testimonial Campaign Case Study

Case Study

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Elements Testimonial Campaign Video Series

Video Series

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Elements Testimonial Campaign LinkedIn Promoted Campaign Assets

LinkedIn Promoted Campaign Assets

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Elements Testimonial Campaign PR

PR

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Elements Testimonial Campaign Blogs

Blogs

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The Results

This campaign targeted very specific financial institutions and job titles. Our goal was to bring in 1 new client in 2021 to complete a 2022 white label implementation.

  • 24 Marketing Qualified Leads
  • 8 Sales Qualified Leads
  • 2 New Deals for 2022 Implementation

*The sales cycle for a white label solution was expected to be over 12 months long. Within 9 months of the campaign launch, Bend entered an agreement of purchase and all sales and marketing activities ceased. Bend was absorbed into HSA Bank in February 2022.

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