Grow your account holders

Deposit 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 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.

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

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