Because your time is precious, we minimize the intrusion on your existing activities with a proven method, each starting with the most important – understanding your firm’s data.
Get a glimpse into the process and services you can expect from Current Marketing Solutions with a webinar replay covering data, account growth, and acquisition.
📈 Find More Customers & Members
We start by enriching your existing data. By matching your current product households with third-party attributes, we identify behavioral and demographic trends that help us infer which new households are most likely to engage. We then target those high-potential prospects with tailored offers—always tracking impact to your bottom line.
🎯 Targeting & Segmentation
Your existing base holds powerful opportunity. We define product-level profitability metrics and compare them to your actual household data to identify gaps and wins. With this insight, we craft messaging strategies to target the right customers with the right offers, and then evaluate performance against your institution’s revenue goals.
🧮 Drive Product Profitability
We take an objective look at your current product lineup—from the customer’s perspective. This includes an in-depth review of product structure, market positioning, and competitive pricing. Based on this analysis, we provide actionable recommendations to increase profitability across your loan and deposit products.
🔄 Maximize Existing Relationships
You don’t always need more customers—sometimes, you just need more from the ones you already have. We help you clean and optimize household data, segment your audiences by product needs and behaviors, and deploy cross-sell and engagement campaigns that deepen relationships and increase lifetime value.
T3 by Current Marketing is a turnkey marketing solution built specifically for financial professionals and institutions.
Let’s Build a Smarter, More Profitable Strategy
If you’re ready to uncover new opportunities, refine your product mix, and get more out of your existing relationships, our data-driven team is ready to help.
