Branch Convenience Tactics
Equity Line / Loan Targeting
Lock in New Hot Money
Protect And Grow High Value Loan HHs
Maximize Value of New Households
What About Low
Potential/Unprofitable HHs?
Generating Deposits From "E" Households
Generating Deposits From "D" Households
Generating Deposits From "A" Households
Generating Loan Volume
From "E" Households
Generating Loan Volume
From "D" Households
Generating Loan Volume
From "A" Households
Managing "E" Households:
Use Household Balances for Targeting
Managing "D" Households: The View is Length
with the Institution
Managing "A" Households: Segments Have Different Needs
Product Goal: Generate Non-Traditional Product Sales
Product Goal: Generate New Auto Loans
Product Goal: Generate Equity Loans/Lines of Credit
Product Goal: Generate MMA Dollars
New E Households -- No Time Like the Present
E Households -- Product Pickers
E Households -- Upscale "Downer"
A or E Households -- Money Market "Parkers"
A Households -- Relationship Driven
A Households -- Loan Driven
A Households -- Deposit Driven
Preserve At-Risk Checking Accounts
