5 ways to acquire new accounts to meet your annual goals

Achieving account growth and goals in the current marketplace remains challenging. However, there are successful marketing tactics that can be developed and deployed quickly to build accounts and balances. The following guide outlines the five most important key levers to pull to ramp up deposit acquisition efforts. Do you know the best way to get your financial institution on the path to consistent acquisition of relevant (and profitable) household accounts? The guide will cover at a high level:

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  • Defining the right footprint
  • Maximizing your existing customer base
  • How to leverage a list provider
  • Establishing stable creative and designing incentive programs

In this guide, we draw upon our 140+ years of industry experience in serving financial institutions. The best practices created for household acquisition were honed over years of research and successful campaign building for our clients.

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