Bring the right people to your bank.

When customer acquisition is a challenge, it’s not enough to bring in new deposits. Your financial services brand has to break through the competitive clutter and appeal to the customers who value a banking relationship over rates.

We see your strengths.

More than half of consumers say they prefer to deal with local and regional banks over large national providers, so it’s likely that your financial services brand already has an advantage. Our consultants can apply behavioral science and data analytics to help you make the most of it.

Professional services like Look Alike Modeling and Behavioral Segmentation give us key details about your most valuable customers. We’ll go beyond demographics to show you what drives their behaviors, and how to attract more customers just like them. Then, we’ll help you develop a strategic plan to attract new accounts and add value to your business.

But we don’t stop at attracting new account holders. We use proven program design and audit tools to ensure your customers have the type of experience that exceeds expectations. They’ll feel a stronger sense of loyalty, and you’ll get a stronger bottom line.

Get the right message to the right people.

Nearly 25% of consumers expect to switch banks in the next two years. A defined brand and clear messaging helps you cut through the competitive clutter to attract these potential customers. Your marketing will show them what your business is all about. And, when they can clearly identify your services and values, people can feel good about investing in your business.

Our in-house creative agency uses proven methods to create multi-channel campaigns that will capture people’s attention and spark action. Plus, our digital marketing experts can apply search filters and geofencing to ensure that your messaging is targeted and effective. You’ll be able to reach the right people, enjoy higher conversion rates and build real relationships.

Source: The Financial Brand

Deliver the difference.

In a market where large banks serve 59% of Americans, offering a free toaster isn’t enough to bring people into your financial business. Your brand has to provide an experience that is valuable and meaningful to your customers.

You need a dynamic rewards approach – one that is different from what competitors offer. That’s why our team uses behavioral and data science to customize your rewards offering. With data-driven acquisition models and tools like Gift Portal, we can work with your brand to build a rewards strategy that brings people into your business and encourages them to remain loyal customers.

Source: Institute for Local Self-Reliance

Power your promotions.

Our loyalty, motivation and customer experience programs connect us with millions of people around the globe, including your potential customers. Using cutting-edge science and analytics, our platform gathers extensive data and gives us the details we need to develop actionable insights for your business.

What’s more, our integrated technology platform gives you the tools to plan, build and execute effective acquisition campaigns across targeted markets. You’ll be able to segment your audience, run multiple incentive offers at a time, apply strategic messaging and deliver powerful rewards – all through a single, streamlined resource.

Bank on us.

We can help you develop a strategic, targeted and personalized approach to customer acquisition. Fill out the form to get connected to our team to talk about your program.