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Deposit Account Acquisition & Retention Solutions
Turnkey marketing campaigns to drive account acquisition
Rising interest rates. Decreasing deposits. Staffing shortages. Competition from the Big Banks.
Is your financial institution equipped to overcome these challenges?
Increase your number of deposit 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.
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
Staff Training
Communication and sales training for your frontline staff to maximize offer fulfillment and build lasting account holder relationships
Ongoing Analysis & Reporting
Program management for tracking account opening trends and monitoring results to refine the targeting strategy and optimize your marketing dollars