Take the guesswork out of adding new accounts!

AccountBuilder™ a direct marketing-based account acquisition program, employs multiple mailings, special product offers, free gift incentives, referral marketing and employee training to significantly increase your current rate of demand deposit account openings.

Its proprietary, predictive model — with demonstrated response rates from 20 years of experience — allows you to comfortably project the cost and profitability of adding new accounts before ever committing a dime.

Increase market share. Each year almost 20% of all accounts move from one institution to another. Relocations, dissatisfaction, shopping for a better deal, all create dynamic, never-ending opportunities for you to increase your market share.

By targeting those households surrounding each of your branches using your current accountholder profile and other key factors, you'll typically experience account acquisition growth of 30–100% or more above your current rate.

AccountBuilder™ is a turnkey program that delivers:

• A current practices evaluation

• List and scope definition

• Training and execution

• Product recommendation

• Premium selection

How it works. AccountBuilder’s™ referral program rewards satisfied accountholders (your best “salespeople”) for introducing you to their friends. Free gifts are given to new accountholders and to the individuals who referred them. Not only do we use direct mail to promote this offer, we also help you make these offerings available at the point of sale and on your Web site — a great way to spread the word to your existing accountholders.

Our associates work with you to review your existing product offerings. Then they help you craft letters and related offers customized to your institution’s unique culture and accountholder base.

While FREE is the most powerful word in marketing, it is not the final word. Even if you offer a free checking program, AccountBuilder™ can produce results never imagined; however, free checking is not a requirement, if such a program does not fit your culture or strategy.

Properly executed, AccountBuilder™ will typically generate a variety of new account openings — including both fee-earning and interest-bearing accounts — which creates additional opportunities to cross-sell other products and services, further enhancing their lifetime profitability.

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