1. Identify Opportunities

Each month, you send us a copy of your customer data over a secure connection. After we get your data for the first time, we develop an Opportunity Assessment including a financial proforma and a twelve-month marketing calendar, with recommended mail campaigns for specific bank products that will drive new bank deposit growth, increase number of accounts per household and increase bank customer retention.

2. Select Campaigns

You utilize our user-friendly web portal to select product-specific mail campaigns each month and choose creative templates customized to your bank. You approve the creative and we produce and deliver your mail pieces. There is absolutely no cost to you for mail production or delivery—including postage.

3. Evaluate Results

As we receive the monthly updates of your customer files, we track the results of each mail campaign and provide you a detailed Results Analysis Report, with a summary, total activities, and net balance changes. You review the results and pay only for your new customer accounts.