Turnkey | Tailored | Targeted

Account and balance acquisition served on a silver platter.

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Account and balance acquisition served on a silver platter.

Download this 2025 predictions and insights report for regional banks!

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With fewer regulations, expect aggressive lending and innovation. Your bank has a prime opportunity to capture new market share and grow balances. We ran the numbers and have a simple revenue calculator that gives you an idea of what you can expect from our program.

Accelerate New Household Acquisition

Our turnkey marketing program takes the guesswork out of growing your customer base. With everything from creative assets to deployment strategies ready to go, you can focus on attracting new households quickly and effectively. We leverage advanced segmentation to pinpoint high-potential prospects within your branch market areas (3-5 miles), ensuring every dollar spent maximizes your return on investment.

Laser-focused Cross-Selling to Existing Customers

Unlock deeper relationships with your current customers by offering personalized recommendations—whether it’s free checking, interest checking, money markets, or CDs—based on their age, liquidity, income, and location. By delivering tailored offers through their preferred channels (direct mail and digital), we keep your institution top-of-mind, boosting both customer loyalty and share of wallet.

What is T3, and how does it generate revenue in your branches?

Turnkey

  • Thorough Product Review: We start with an in-depth product review and competitive analysis to identify opportunities for growth.
  • Tailored Recommendations: Based on our findings, we provide suggestions for product enhancements or updates to increase market appeal.
  • Creative & List Assets: All creative and list-building assets are crafted in-house, ensuring a seamless execution.

Tailored

  • Custom Campaigns: Our campaigns are designed with your unique goals and benchmarks in mind, ensuring maximum impact.
  • Leverage Brand Equity: We incorporate your existing brand elements into all creative materials, giving your campaigns a familiar, trusted feel.
  • Specific Products & Offers: Every campaign is tailored to highlight your exact products and offers, making sure it speaks directly to your customers.

Targeted

  • Smart Data Utilization: We tap into your existing customer data to identify the best cross-sell opportunities and prospect targets.
  • Precision Matching: We match your current households with similar prospects in your market to ensure the right offers reach the right people.
  • Segment-Specific Creative: Creative and offers are customized for each segment, whether cross-selling to existing households or targeting new prospects, to ensure relevance and drive results.

Results

T3 achieves new-to-bank household acquisition, increased deposit growth, and incremental existing customer cross-sell.

On average, a single T3 campaign can yield over 30% lift (net of control) in new accounts/HH acquired and deposit balances of $11,600 per account with a return on marketing investment (ROMI) over of 200%.

Sneak Peek

Still wondering how this can work for you?

Here is a peek into the personas that drive the messaging strategy. The T3 program has many more moving parts, all thought through and tested in the real world providing you with real results. 

With a program that works this hard, you have more time for the important stuff!

Let's do something spectacular!