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Request a Member Clarity Review

Clear messaging for high-stakes credit union moments.

We support small credit unions in communicating effectively during system upgrades, core conversions, and digital transitions. Whether it’s through videos, landing pages, or rollout messaging, we keep your members informed and help your staff stay focused on what matters.

Trusted by LincOne Federal Credit Union

LincOne needed videos to guide members through their core upgrade.
Watch the Series

The Challenge

LincOne Federal Credit Union was preparing for a major core upgrade. Their team had a solid communication plan with landing pages, emails, and in-branch materials.

As Conversion Weekend neared, they saw that members needed clear, visual guidance. They also wanted to ease pressure on their member service team by lowering call volume and providing staff with a reliable resource.

Our Solution

We made a five-part video suite that guided members through each key moment of the transition. This included setting expectations, logging in for the first time, using online banking, and downloading the mobile app.

The videos addressed common questions, helping LincOne support its members without overwhelming the team. We handled scripting, production, and delivery, allowing their staff to focus on the rollout.

What Members Saw

This wasn’t just an add-on. It fit seamlessly into their landing pages, emails, and in-branch messaging, matching their color codes and typography.

    What to Expect

    Download Your eStatements

    How to Log In to It’s Me 247

    It’s Me 247 Overview

    Downloading and Using the Mobile App

What The Series Delivered

What began as a rollout tool became a vital part of everyday support.
MIchael Bartek, Marketing Manager

Roman and the team made this upgrade video project seamless. They listened to our every request and went out of their way to make sure the final product was exactly what we’d hoped for.

The videos absolutely helped reduce member confusion. Our employees referred members to the videos as how-to guides. It gave them real peace of mind.

The style, tone, and branding fit us perfectly. From the voiceover to the colors, it all felt like LincOne.

Michael Bartek

​Marketing Manager at LincOne Federal Credit Union

Fewer Calls. Less Confusion.

5,000+ Members Watched on Live Day

How We Delivered a Full Video Suite in 30 Days

Every milestone was planned to keep momentum high and the workload steady. No Zoom marathons. No surprises. Just progress.

  1. Kickoff & Messaging Goals

    Aligned with key member touchpoints and communication priorities

    Jan 7

  2. Narrative Outlines Approved

    Finalized the five-video structure based on the member journey

    Jan 9

  3. Animation Begins

    Early asset development and visual style matching starts

    Jan 10

  4. Scripts Finalized

    All five scripts were written and approved with minimal revisions

    Jan 14

  5. Voiceover

    Professional VO recorded with consistent tone and pacing

    Jan 16

  6. Editing Begins

    Animation and VO merged into the first drafts for review

    Jan 17

  7. Revisions

    Feedback applied and final refinements completed across all videos

    Jan 20

  8. What to Expect

    Launched one week ahead of Conversion Weekend to set expectations

    Jan 24

  9. eSatements

    Released ahead of OLB cutoff to help members preserve past statements

    Jan 27

  10. IM247 Overview

    Launched on Live Day to orient members to the new platform

    Feb 3

  11. First Time Login

    Timed with system go-live to reduce day-one confusion

    Feb 3

  12. Mobile App

    Delivered as the new app hit the stores to support mobile-first members

    Feb 5

This Suite Was Designed to Last

The final three videos, It’s Me 247 Overview, First-Time Login, and Mobile App Walkthrough, are still in use today. New members watch them, staff link to them, and LincOne saves time by letting the content explain itself. Clear, branded, self-serve support continues long after launch day.

See What’s Possible

Clarity Builds Trust

When members understand what’s changing and why, they feel more confident and engaged. They are also less likely to overwhelm your frontline staff with questions. We work with credit unions to create video suites that simplify complex messages, build trust, and keep communication aligned at every touchpoint.

Ready to Reach More Members?

If you’re planning a rollout or campaign, we can help you explore your options.
Request a Member Clarity Review

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