Attribution Intelligence for Credit Unions

Your marketing spend
drove those loans.
Can you prove it?

Credit union marketers have the data. It just lives in five different systems with no one connecting the dots. That changes now.

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"When leadership asks what marketing returned in funded loans last quarter, the honest answer is: we can correlate — but we can't prove it."
Every credit union marketing team, everywhere
The Problem

Banks have enterprise martech.
Credit unions have spreadsheets.

The tools to fix this have existed for years. Nobody built them for the way credit unions actually work — until now. The attribution question doesn't have to go unanswered anymore.

01
Waiting on IT
Every data question is a ticket. Every ticket is a week. Every week is a quarter that passes without answers.
02
Exporting CSVs by hand
Core. HubSpot. Call center. Website. Four exports. One spreadsheet. Hours of work. Still fuzzy.
03
Fuzzy attribution
Leadership asks what the campaign returned. You know it worked. You just can't prove exactly how.
04
Missed campaign failures
A campaign fails to deploy. You find out three weeks later when the numbers don't add up. No alarm. No intelligence.

From fuzzy to funded loan — completely connected.

Weeks waiting on IT Instant answers
Manual CSV stitching Connected data layer
Fuzzy attribution Provable ROI
Campaign failures missed Real-time alerts
Defending budgets on trust Defending budgets with data

We connect the systems
that were never meant
to talk to each other.

Attrivix connects your core system, your CRM, your call center, your loan origination system, and everything in between — and makes them tell a single, coherent story about what actually drove funded loans.

We start with a fixed-fee discovery engagement. No long-term commitment. You'll know exactly what you're working with — and what's been missing — in under a week.

Proof of Concept
$38.7M
in funded loan revenue · 6 months · one credit union

Before Attrivix was a platform, our founder applied early attribution frameworks at a California credit union. This was the result. Now there's a platform behind it.

Built for the people who
actually own the problem.

  • VP of Marketing who can't answer the ROI question
  • CMO who's tired of defending budgets on gut feel
  • Marketing Director exporting CSVs every single quarter
  • CLO who wants to connect dealer relationships to funded volume
  • CEO who wants to know which campaigns actually moved the needle
Patricia Thomas
Founder & CEO · Attrivix

Seven years in the credit union lending vertical — building, scaling, and living inside the systems that credit union marketers rely on every day. She didn't come to this problem from the outside. She lived it at the account level, across 120+ credit unions, for nearly a decade.

120+
CU relationships
9.6
NPS score
$6M
ARR managed
7 yrs
CU vertical only
Two ways in

Ready to see what
your data actually shows?

Whether you want to talk through the problem or stay close to what's happening in the space — there's a place to start.

For decision makers

Book a 30-Minute Call

We'll map your current data landscape and tell you exactly what's missing — and what it's costing you.

Schedule with Patricia →
or
For the curious

The Attribution Intel Brief

What's moving in CU marketing tech, attribution, and AI — filtered for people who actually work in the space.