Discover the potential your credit union could reach by integrating Holmes, a premium data analytics tool designed for Credit Unions!

Understanding Holmes and its Capabilities

Before we dive in, let’s discover what Holmes is and how it was created.

Holmes was created from listening to our Credit Union customers and identifying an information gap they had. Their data was accessible, but what Credit Union had the time and the resources to pull useful information from it? This is where Holmes comes in!

The Holmes team has worked hard to develop a platform that helps Credit Unions maximise their common bond. The software includes a Report Builder, a Campaign Builder, and a Community Forum.

Build Reports & Better Understand Your Common Bond

Holmes allows credit unions to build detailed reports that analyse their common bond. The Report Builder consists of hundreds of charts, categorised based on different areas (Membership, Loan Performance, Demographics, Savings), showcasing your individual Credit Union’s performance considering different time periods, demographics, areas, and loan products.

Holmes customers have used the report builder for marketing, board, and financial reporting for the past two years.

1. Marketers use Holmes to analyse the behaviours of current members and borrowers, and create campaigns to target underperforming areas within their common bond for both membership and borrowing. The side-by-side comparison tool gives Credit Unions the ability to compare performance before and after marketing campaigns.
2. CFO, COS and CEO use Holmes to gather information for financial/board reports in a timely manner. Instead of spending hours gathering information from various sources about current members and their loan and savings balances, everything is now accessible in one place, significantly reducing time and workload. Like marketers, CFO, COS and CEO can present performance comparisons from different financial years at board meetings.

Holmes’ multi-purpose features have proven to be extremely beneficial and essential across various departments within credit unions.

Create High-Focused Marketing Campaigns

The second stage of Holmes is the Campaign Builder.

After analysing performance and identifying current strengths and weaknesses, Credit Unions can build marketing campaigns based on that analysis, targeting specific member demographics using multiple characteristics.

Campaigns are built using several different filters, including demographics (age, gender, etc.), loan issue performance, affluence, property, family, and transport. These filters allow you to target not only specific demographics but also potential and current members based on their behaviours and life stages.

You can make your mailing campaigns as highly focused as you like. This allows marketing materials to be personalised to truly resonate with the audience you’re trying to reach.

After running a mailing campaign, credit unions can easily check their performance by turning the specific campaign into a report. This report will include all the data previously used in that campaign.

Share Ideas and Engage with Fellow Credit Unions

In the early months of 2025, Holmes launched its Community Forum. This platform was designed for users to connect with fellow Credit Union professionals and share ideas and past successes. Within the forum, you can subscribe to discussions on Marketing, Strategy, and more.

This gives Credit Unions a fantastic opportunity to interact with other credit unions of similar sizes and share what practices work best.

Holmes’s features are crucial for credit unions of any size that want to better understand their current members and attract new ones through reporting and building highly focused mailing campaigns.

Do you want to learn how you can successfully analyse your common bond?
Contact us on 045 895 000 or info@rwpierce.com.