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CorePlus adopts strategy to grow credit union’s online presence and digital journey for members

PASADENA, CA (August 7, 2018) — Connecticut-based CorePlus Credit Union today announced the deployment of several new fintech tools to boost online engagement, help digital visitors evaluate financial products, and drive more qualified prospects into their online applications.

Recently, the financial service industry has seen an explosion of alternative digital banking solutions come to the market. This has caused a shift in consumer preferences when it comes to online and mobile banking. According to a research paper by PWC, “banks today are facing rapid and irreversible changes across technology [and] customer behavior. The net effect is that the industry’s current shape and operating models are no longer sustainable in the future.”

Traditional banking institutions have been slow to add these digital tools to enhance the experience of their end-user. To avoid this pitfall, CorePlus Credit Union looks at financial technology adoption to shape the quality of their digital member journey. Jeff Marsico, Executive VP at Kafafian Group notes, “one of the most compelling reasons to partner with fintech is that it may enable you to stop turning away the kind of business that builds high-value relationships with the customers you need most.”

In June 2018, CorePlus established a partnership with Berkeley, California-based Shastic, to add more innovative products and services for their members. CorePlus set out to better engage its web and mobile visitors with a combination of interactive calculators and omni-channel text messaging services. Specifically, CorePlus Credit Union deployed two solutions to enhance their members digital experience:

  1. Lead-generation Bots: interactive web & mobile calculators that connect with the loan origination system (LOS).
  2. Elle text messaging platform: end-to-end text communication with integrations into their new membership applications and digital loan applications.

Jessica Peck, eService Manager at CorePlus Credit Union describes some of the results the credit union have realized. “We have seen significant improvement in new member communication as well as loan turnaround times since our implementation of Elle,” said Peck. She adds, “Shastic provides us with the ability to build stronger relationships with our members through digital engagement.”

Throughout the implementation, CorePlus developed a plan that included training, launching, and promoting the technology to their members. The CorePlus team strategically placed the software tools across their financial product web pages and inside their mobile app. The team then integrated texting within the Shastic calculators to form a powerful method of lead generation and nurturing. CorePlus also became the first credit union to implement the Elle Text Messaging platform inside their mobile banking app. Looking ahead, CorePlus will continue to grow their digital engagement strategy with this new financial technology.

That’s Smart Banking. Community Trusted.


Back to School Checklist

Back To School List

It’s “Back to School” time!

To help take the stress out of supply shopping, we’ve compiled a checklist for you and the kids.

  • Click the link: and download the file.
  • Give it to the kids to find the items around the house saving you $$.
  • Take it with you shopping, voila!

[pl_button type=”success” link=”http://coreclean.textconnects.biz×11-1.pdf”] CHECKLIST DOWNLOAD [/pl_button]


In order to process your application, you must answer the question below. Questions answered dishonestly will result in your application being denied.




Are you a current member of CorePlus Credit Union or do you live, work, or worship in New London County, Connecticut or Windham County, Connecticut?