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Transition
Archived CEO Strategies Tactics

New E Households -- No Time Like the Present 

OBJECTIVE:
Move Unprofitable New E Households to More Profitable HH

TARGET:
New E Households (six months to one year)

STEPS:

Deposit Offer

  1. Find new E Households with CDs and no MMA

  2. Offer High Rate Money Market product

Loan Offer

  1. Find New E Loan Households without HELOC/Mtg

  2. Offer HELOC and Mortgage products to home owners

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