Download this case study to see how First Source Credit Union:

• Turned everyday financial calculators into one of their highest-performing digital channels

• Met members at the moment they were actively exploring options—without pushing them into an application

• Reached a 23% conversion rate by combining education, personalization, and smarter engagement

Learn how simple, easy-to-embed Smart Financial tools helped First Source create more meaningful digital experiences while keeping the journey natural and member-first.

Discover how understanding intent earlier allows teams to build clearer personas, tailor experiences by community and location, and continuously optimize products and messaging—without adding friction or overhauling existing systems.