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USALLIANCE Financial

Credit Union Brand & Growth Marketing Ops

I spent the two years as Web Designer and acting Creative Team Lead for USALLIANCE Financial — a 190,000+ member credit union that's been around since 1966 and, brand-wise, still had a bit of a bell-bottoms situation going on. The job: a full brand system, growth campaigns, email automation, and onboarding personalization, at the scale of a full digital team — played, in this case, by one person and a lot of coffee.

USALLIANCE Financial MyLife Checking Account page on laptop and phone
Role

Web Designer & Acting Creative Team Lead (plus a one-year stint as Interim Marketing Ops, because someone had to)

Duration

Since January 2025 — ongoing

Team

Me, plus a Marketing Designer, Marketing Ops Specialist, Marketing Coordinator, Creative Director, VP of Growth Marketing, Copywriter, Data Analyst, and UX Architect — with Digital Banking & Innovations, Compliance, and Legal on speed dial

Tools

Figma, Adobe Suite, HubSpot, LogRocket, Microsoft Clarity, Zappy, Medallia, Experian Mosaic

At a glance

298+live pages (and counting — ~5 more show up every day)
900+live emails currently doing their jobs
43automated workflows running quietly in the background
67custom campaigns built from scratch

1.Brand Redesign

USALLIANCE design system tokens: colors, buttons, bullets, and type scale

The problem

USALLIANCE is 60 years old and, until recently, had never had an actual design system — which for a brand that age is basically the marketing equivalent of never going to the dentist. Every product line (checking, savings, certificates, loans) had picked its own color at some point, which diluted brand recognition and worked against a core business goal: getting members to actually use more than one product. The palette had crept up to 78+ colors and shades — an accessibility nightmare, a consistency nightmare, and a nightmare for whoever had to open that Illustrator file.

The old typeface (Franklin Gothic URW) had a real glitch, too: at small sizes, a lowercase "i" and "l" basically blurred into one line — which is exactly the size range I live in for compact email layouts and fast-loading assets. The logo had poor contrast against colored or photo backgrounds, so in practice teams defaulted to a flat white version that carried none of the brand's actual personality. And the last brand guide was written in 2018 — long, dense, and about as followed as a New Year's resolution.

There's also a trust thing that's specific to financial brands: inconsistency reads as risk. Nobody consciously clocks a 2px‑vs‑3px button radius, but small sloppiness quietly chips away at "yes, this is a legitimate place to keep my money."

What I built

I designed — and single-handedly implemented — a full design system: color tokens, typography, spacing, and component patterns, engineered for both accessibility (targeting AAA-level WCAG contrast) and brand clarity. Colors moved from "a color per product" to one deliberate brand palette. Clean, global code modules and templates mean the whole brand now updates from one source of truth, instead of getting hand-matched page by page.

Why AAA, specifically

WCAG has three conformance levels — A, AA, and AAA — and most companies design toward AA (a 4.5:1 contrast ratio for normal text), since that's the legal baseline referenced by the ADA and most accessibility lawsuits. I pushed for AAA instead (7:1 for normal text, 4.5:1 for large text). For a financial brand specifically, that one decision did real work beyond compliance: higher contrast is what let us kill the 78-color sprawl down to a small, deliberate palette, since low-contrast pairings simply weren't eligible anymore. It also improves legibility for older members and members with low vision — a meaningful share of a credit union's base — without needing a separate "accessible mode." And AAA-level contrast happens to be one of the signals accessibility-aware SEO crawlers and Lighthouse-style audits reward, so the same fix that made the brand more legible also nudged our technical SEO score up.

I ran the old palette through full contrast-ratio testing first, so I wasn't just showing up with "trust me" — I had the receipts.

AAA contrast-ratio testing across the old and new color pairings
AAA contrast-ratio testing on the color system — old pairings vs. the rebuilt palette.
USALLIANCE logo before and after the brand refresh, with new brand blue and orange swatches
Logo before/after — fixing contrast and legibility without losing the mark.
USALLIANCE homepage before and after the design system rebuild
Homepage before/after: 78+ colors down to one unified brand palette.
Redesigned USALLIANCE monthly email newsletter
The redesigned monthly newsletter, built on the new system.

Two flagship journeys, redesigned end-to-end

Rather than redesign pages in isolation — the UX equivalent of rearranging deck chairs — I mapped and rebuilt two full member journeys against the new system:

Journey map diagram for the existing-member journey
The existing-member journey — built around our "Robert Rate-Shopper" persona.
Journey map diagram for the open-market journey
The open-market journey, from first social touch to onboarding email.

Results so far

The full brand system soft-launches September 7 alongside the redesigned newsletter, so the member-facing metrics are still young. What's already gone live on social picked up a 22% increase in engagement — I'll update this section with the real post-launch numbers once the rollout has had time to breathe.

2.MyLife Checking Campaign & Promotions

MyLife Checking targets "Debit Debbie" — an underbanked, emerging-city single who lives on her debit card — plus first-time Gen Z members who've never used a credit union before. I owned the whole stack here: landing pages, email sequences, personalization logic, and sign-off on every piece of copy and print.

Product refresh

The account itself got real upgrades, not just a paint job: Zelle integration, ATM rebates bumped from $10 to $25/month, an "Add Cash" feature (Vanilla Direct-Pay), overdraft grace up to $5, and a rebuilt new-member application. I built a dedicated new-features landing page to introduce the whole refresh in one place, instead of making members go product-page spelunking to piece it together themselves.

MyLife Checking new-features landing page
The MyLife Checking new-features landing page.

Add Cash: found the problem myself, fixed it myself

Registrations stalled hard — 38 out of about 1,200 targeted members in the first week. I dug in and found fee aversion was the real culprit: a $3 transaction fee was scaring off the exact segment we'd targeted. My fix was simple — waive it for Direct Deposit members. The catch: key leadership wasn't even in the room when I presented it. Pitched it anyway, got it approved, and it shipped.

Soft-launch 38 +1 wk, fee waived 205 Unique users 913 Total registrations 1,609 As of August 2026 — growing every day, not a final number.
Add Cash registrations: soft launch (38) → one week after the fee waiver (205, +440%) → 913 unique users / 1,609 total registrations as of August 2026.

Leadership wasn't in the room for that recommendation — but the work didn't stop. This is what it looks like to move things forward independently.

Add Cash: how the campaign actually performed

Pulled straight from the HubSpot report: the campaign shows $1,269.44 in attributed revenue — though no budget or spend was ever logged in the campaign setup, so a true ROI or cost-per-registration figure isn't calculable yet from this data alone (a marketer's nightmare sentence if there ever was one). On reach, though, it's influenced 8,974 contacts — a solid audience for something this new. Most of the performance lives in email: across 6 published emails, the campaign generated 10,774 sends, 4,300 opens, and 95 clicks, for a 4.03% aggregate click rate by HubSpot's own math. Two lists covering 8,399 contacts round out the asset mix — 8 assets total, all built, with no landing pages, forms, social posts, or ad assets tied to this specific campaign object. The published emails cover registration, completion, feedback, and early-access — which maps cleanly onto a feature-launch lifecycle, even without a dedicated landing page of its own.

$1,269.44attributed revenue (no budget/spend tracked, so ROI isn't calculable yet)
8,974contacts influenced
10,774emails sent, across 6 published emails
4,300opens (95 clicks, 4.03% aggregate click rate)

Zelle launch day: mild chaos, rapid response

Launch day arrived with a surprise: roughly 5,000 members had invalid emails on file, so their registration emails were bouncing and they couldn't enroll. I got on the phone immediately with the Manager and VP of Payment Operations, the Chief Marketing & Experience Officer, and the VP of Digital & Innovation. Drawing on what I knew of the HubSpot platform, I proposed a login interstitial targeted by member ID, handed the creative build to our Marketing Designer and Communications Specialist, and the team pulled it off — all inside a 2-hour window, on the same day as our annual report meeting. No pressure.

5,000+members affected
2 hrstime to full resolution
4VP/C-level stakeholders coordinated
4team members the creative fix was delegated to
Zelle login interstitial, desktop and mobile preview
The Zelle login interstitial that shipped inside a 2-hour window.

Promotions

Refer-a-member campaign creative, original direction vs. the reframed pivot
Refer-a-member creative — the original direction, and the reframed pivot that got adopted company-wide.

Telling people how, not just that they can

An incentive nobody knows how to claim doesn't do much good. I built a dedicated Direct Deposit landing page to walk members through setup step by step, alongside the MyLife Checking features page driving the broader campaign.

1,272Direct Deposit page views
945entrances
3.9 minaverage time per page view
Old Direct Deposit setup creative versus the new Checking onboarding flow
Old creative for Direct Deposit setup vs. the new Checking onboarding flow.
MyLife Checking (overall) $630,562.92 Direct Deposit LP only $108,789.08
Revenue attribution (linear model, HubSpot). These are two different scopes — the full campaign vs. one landing page within it — not a direct before/after.

Full campaign: 542 deals attributed, $13,235,576.41 associated deal value, 286 contacts. Direct Deposit LP: 32 deals attributed, $1,042,934.90 associated deal value, 21 contacts.

Testing

We kept A/B tests running across the funnel — subject lines for open-rate wins, email copy for click-throughs, hero imagery on the site — each tailored to whichever personalized feature that particular member was seeing.

3.Digital Onboarding Personalization

The real question: how do we stop losing members between "account opened" and "account used"?

For context: financial institutions lose an average of 3.36 abandoned digital applications for every one completed account (Cornerstone Advisors / Alkami, 2026 Digital Banking Performance Metrics report), and members who set up Direct Deposit within their first 30 days are 76% more likely to be digitally engaged a year later (MX Technologies). This gap is not a small thing.

The problem

USALLIANCE has a wide spread of products, each with its own funding method, timeline, and cross-sell logic — but every new member, no matter what they'd opened, got funneled into one generic "All New Member" journey. It auto-completed after 3 days whether or not the member had actually converted, then checking-account members got handed off into a second, checking-specific journey for up to 20 more days. That handoff created a seam where conversions could quietly get lost or double-counted, and the all-products landing page had ballooned to 5,000+ words trying to cover every path at once — including, at one point, prompting someone who'd just opened a certificate deposit to set up Direct Deposit. Which, for a certificate, makes about as much sense as it sounds.

What I built

Working with our UX Architect, and using quarterly NPS feedback plus dynamic targeting from our core banking data, I mapped the ideal journey per product and rebuilt onboarding as one continuous, product-specific flow. Checking-account openers now go straight into a single "Onboard: Checking" journey — 25 days, tailored content, room for product-specific promos, zero handoff seam. It also gave us clean, product-level analytics for the first time ever, including a brand-new "account funding" objective the old flow never even tracked.

Diagram of the old onboarding workflow, showing missing products and unnecessary steps
The old onboarding workflow — missing products, unnecessary steps, outdated setup instructions.
Diagram of the new unified checking onboarding journey
The new unified checking onboarding journey — one continuous, 25-day flow.
View full-size diagram (PDF) →

The new journey has only been live 67 days as of this write-up (756 journeys sent, 44.7% still in progress) — so these are early, probably-conservative numbers, not the final read.

Direct deposit 4% 6% Debit activation 16% 16% Online banking 82% 94% not tracked Account funding 23% Old journey New journey
Objective completion, old checking-specific step vs. new unified checking journey. Online banking's old figure is a blended baseline across all products, not checking-only — noted for fairness.
Open rate 39.5% 58.3% Click rate 4.8% 16.9%
Open rate +18.8 pts (~47% relative), click rate +12.1 pts (~3.5x relative). For reference: the average financial-services email open rate industry-wide runs roughly 20–28% (Mailchimp/HubSpot benchmark data) — the new journey's 58.3% is well above category norms.
19active digital onboarding journeys managed, ~168 assets across email + landing pages

Structural improvements

4.Scale of Work

Alongside everything above, this is what I own and keep running week to week across USALLIANCE's 190,000+ member base — the unglamorous, extremely necessary stuff.

Blog pages 340 Website pages 298+ Landing pages 181 Templates & modules 120 Evergreen campaigns 60
Live content library by type, as of this write-up.
177marketing email campaigns sent over the last 12 months (~3.3/week)
~1,700typical recipients per send (up to ~341,700 for the biggest sends)
67unique custom campaigns built
19active onboarding journeys, one per product line
168onboarding assets maintained across those journeys
Total in portal 160 Active 43 …of which ops/data ~28 …customer-facing ~15
Of the 43 active workflows: customer-facing journeys (welcome, nurture, promo, abandoned-application, maturity/cross-sell) run ~3–4 touches each; operational/data workflows (record cleanup, associations, monitoring) run 0 customer-facing touches.

Reflections

Managing multiple stakeholder voices

Input from a wide range of departments — payments, lending, member services, execs, the board — is genuinely valuable, but it can also pull a project in five directions at once. The fix that actually worked: assigning one clear primary stakeholder voice per project. Kept communication sane and the vision coherent.

Setting expectations around delay

High-visibility, high-impact work means delays happen sometimes — that's just true. Next time, I'd build in clearer checkpoints and automatic status updates up front, instead of letting silence do the anxiety-inducing work that a two-line update could've handled.

What's next

Next project

Jiggli Media

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