THE CHALLENGE
University Credit Union, a member-owned institution with ~$1B in assets, 60,000 members, and 11 active university sponsorships, was managing everything across multiple spreadsheets. UCU's team spent more time locating information than acting on it. Tracking contractual assets, ensuring activation, and finding the right opportunities for each campaign was time-consuming and disjointed. Upper management lacked visibility into where things stood, last-minute expenses added up, and there was little bandwidth left to analyze results or stay focused on goals.
THE SOLUTION
UCU partnered with SponsorCX to bring all of their sponsorship operations into one platform. The setup process was smooth and fast. After sharing their list of properties and assets, the dashboard was fully up and running within a week, backed by a dedicated account manager and personalized onboarding.
With everything centralized, the team shifted from chasing information to analyzing results and hitting their goals, going from activating roughly 60% of contractual assets to 95%, with the decision not to activate the remaining. This had was a dramatic improvement driven by having the right information at their fingertips.
KEY FEATURES
Fulfillment
SponsorCX's fulfillment tracking ensures UCU is activating the right assets across all sponsorships. The team can see exactly what has been delivered and what still needs attention, giving them the confidence that nothing is being left on the table.
Activities
UCU uses the Activities feature to keep track of and follow up on new partner touchpoints. It gives the team a reliable system for staying on top of every interaction, so relationships stay warm and next steps never get missed.
Image Uploads
By uploading proof-of-performance images directly into SponsorCX, UCU can track and document asset activation as it happens. This creates a clear record for partner reporting and keeps leadership informed without extra legwork.