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Checking Account Acquisition Strategies That Drive Growth

THE FINANCIAL BRAND FORUM 2015

Rob Rubin, Director, Novantas

As lending heats back up, so too will the battle for deposits. To stay competitive, you’ll need to get more creative with the way you package and promote your checking account lineup. That means getting the right checking products, with the right features, in front of the right people, at the right time. This session will show you how, with dozens of tips and insights based on research from tens of thousands of checking account shoppers — while they are actually thinking about, and shopping for a new bank or credit union. Buckle up for the ride in this in-depth, data-rich strategy session… or get left behind.

What you’ll learn:

  • The hot-buttons and switching triggers driving checking account shoppers, and how to leverage these preferences/behaviors
  • Identify how and where to invest marketing dollars
  • How to segment checking consumers into targeted, manageable and profitable clusters
  • The product features most critical to success, and why some of your competitors outperform you
  • How to identify and measure missed opportunities due to perceived product feature shortfalls

For more information, contact Novantas Marketing

+1 (212) 901-2772


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