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Acquire New Accounts


The Accounts+ solution offers simple, effective checking account acquisition, while also onboarding and activating existing accounts

Checking accounts are as important as ever.  They aren’t just low cost deposits, they are the vehicle for non-interest income and often the single most profitable product for a financial institution. So ask yourself:  are you getting more than your fair share?

First, checking account acquisition needs to be simple.  It should be easy for your account holders to obtain a free checking account, and your marketing message to that end should be straightforward and easy to understand.

There is a second component to Accounts+, and that is converting your inactive and unprofitable accounts into actively transacting and profitable accounts.  An important fact to remember is that activating existing accounts is account acquisition at a lower cost.

Keys to simple account acquisition targeted with Accounts+:

  • Provide a clear call to action
  • Target the right audience at the right time
  • Make an offer that is hard to refuse
  • Provide an experience that is easy and enjoyable, through your superb front line staff
  • Communicate a clear, specific message in both the mailings as well as collateral material designed for your referral program
  • Avoid poor timing and non-optimal audience targeting that will yield high costs and little return
  • Maximize your efforts by sending your message to the right households when they are most likely to be looking to change their banking relationship
  • Ensure adequate training for your front line and encourage conversations rather than hard sales approaches
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