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Product
Goal: Generate Equity Loans/Lines of Credit
SEGMENTS:
Upscale
Middle Market
PROFITABILITY
RANK:
D, E
STEPS:
-
Target Upscale (Under 55) and
Middle Market "D" or "E" HHs Who
Have No Equity Credit Product Relationship Currently
-
Direct Mail a No Fee Equity Credit
Offer
(Offer Best Rate for $25,000 Draw Down or Balance
Transfer)
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Follow-up with Telephone Call
(Call Center Staff or Branch Representatives)
MARKETING TARGETS
FOR Equity Lines:
Product-to-Product
-
New Auto (134)
-
Platinum (151)
-
IRA (157)
-
Mortgage (171)
Upscale
Segment(s)
-
New Auto (159)
-
Platinum (194)
-
IRA (229)
-
Mortgage (201)
Credit Driven Segment
-
New Auto (109)
-
Platinum (119)
-
IRA (129)
-
Mortgage (123)
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