A or E Households -- Money Market "Parkers"  

PRODUCT:
MMAs

OBJECTIVE:
Keep "hot money" from leaving the institution

TARGET:
High Balance MMA users with recent balance increases

STEPS:

1. MMA HHs with balances increases > $10,000 within 6 months

2. Create call lists for your household service representatives

3. Call to inquire about alternative investment products

4. If the household:
   a.  plans to keep the money in the MMA product 
        Thank them.
   b.  ask them about other investment alternatives 
        Offer to meet with them to create a plan.
   c.  still not interested in investments
        Thank them for their existing business