Grow your account holders

Deposit Account Acquisition

Rising interest rates. Decreasing deposits. Staffing shortages. Competition from the Big Banks and Fintech.

Is your financial institution equipped to overcome these challenges?

Increase your number of deposits by delivering customized, targeted marketing solutions.

Did you know…

  • 70% of consumers are willing to sign up for a new bank account if the incentive is appealing enough.
  • 59% of consumers acquired a financial services product from a provider other than their main bank.
  • 39% of younger generations consider online mobile features a top factor for remaining loyal.

Our experts specialize in creating data-driven turnkey marketing strategies designed specifically for community banks and credit unions. Our strategies are proven to drive account acquisition, boost customer engagement, and elevate your financial institution’s brand.

Expand Account Holder Relationships with Cost-Effective Solutions

Our all-inclusive approach includes

In-Depth Market Analysis
Data-led evaluation of your branch footprint, competition and market to accurately target prospects, reduce overall expenses and increase ROI
Strategic Consultation

Insights and recommendations for offers and incentives, marketing channels, creative, timing and frequency to drive campaign results

Expertly Crafted & Executed Custom Campaigns

AI-based creative development, graphic design solutions and marketing expertise for generating and executing high-impact direct mail and digital campaigns that deliver results based on your goals and needs

Ongoing Analysis & Reporting

Program management for tracking account opening trends and monitoring results to refine the targeting strategy and optimize your marketing dollars

Staff Training

Communication and sales training for your frontline staff to maximize offer fulfillment and build lasting account holder relationships

Mystery Shopping

Gain invaluable insights into your customer experience with our comprehensive mystery shopping services. Identify strengths and areas for improvement to enhance service delivery  and customer satisfaction. 

Increase your number of deposits by delivering customized, targeted marketing solutions

From start to finish, our turnkey model offers an efficient and cost-effective approach to core deposit account acquisition to let your team focus on its core responsibilities while reaping the benefits of strategic marketing campaigns.

We understand that no two financial institutions are alike. Our team crafts personalized marketing strategies tailored to your unique needs and goals. Our data-driven approach ensures that our campaigns are creative and effective, delivering measurable results. With years of experience in the financial sector, we have the insights and knowledge to navigate the complexities of banking marketing.

Drive Account Acquisition with Proven Strategies

Our turnkey marketing campaigns are designed to streamline the account acquisition process. From initial contact to conversion, we ensure every step is optimized for success.

  • Targeted Advertising: Reach the right audience with precision-targeted ads that speak directly to potential customers
  • Lead Automation: Use automated workflows to keep prospects engaged and moving through the sales funnel
  • Conversion Optimization: Implement best practices to maximize the conversion rates of your landing pages and online forms

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