State CPA societies, banking groups, and financial services associations share a pattern: a stable core membership, a shrinking pipeline of younger members, and non-dues revenue that depends on education and events. The marketing systems underneath are often a decade old, with member data split across an AMS, a learning platform, and an email tool that do not agree with each other. Ricochet works on membership models that give newer professionals a reason to join, builds the campaigns that carry them, and unifies the data so the association can see one member rather than three records. Recent engagements include FICPA, NCACPA, SIFMA, Financial Executives International, and PayrollOrg.
The case studies below cover 9 finance and accounting associations.
