Elan Financial Services, a division of U.S. Bancorp

Driving revenue for over 1,300 local banks and credit unions


Success happens when sellers are armed with knowledge about the right product for the right customer at the right moment.


A self-service digital ecosystem that empowers bankers at 1,300 financial institutions.

The situation

It’s nearly impossible for Bankers to be an expert in every product offering they have available to customers.

Yet they are having conversations and making recommendations to customers every day. They often default to the products they are most familiar with, limiting growth potential of new offerings.

Elan needed a way to seamlessly close the knowledge gap so bankers could feel confident and empowered to drive sales of new cards and retain existing cardholders.

What We Did

  • Built a digital ecosystem for product specific training and access to customizable marketing assets
  • Streamlined the application process to drive increase in new cards sold
  • Provided bankers access to their real-time results performance dashboards
  • Developed a reward and recognition system for bankers
  • Architected a business-critical technology platform that’s fully integrated into their partner ecosystem


  • Research and Insights
  • Experience Design
  • Experience Strategy
  • Technology Platform Planning
  • Data and Insights
  • Analytics and CDP
  • Content Strategy and Creation

“We’re continuously receiving positive feedback from our banker community on the experiences and tools. Unlike anything I’ve heard in the past. Continued optimizations are driving very positive engagement.”

Jim Poluch
Senior Vice President, Elan Client Marketing


+17% Increase in credit card applications year over year
+15% Increase in new card holders year over year