A Households -- Relationship Driven - (Loan Profit > $250, and Deposit > $250)

PRODUCT:
Relationship Packaging

OBJECTIVE:
Retain High Balance Deposit and Loan Households

TARGET:
Existing High Balance Households

STEPS:

1. Build Relationship Packages

2. Qualifications at the Household level vs. Individual level

3. Define the Balance Levels Needed 

4. Make sure the Balance Levels justify the Benefits

5. Consider Deposit Packages and Loan Packages

6. Create Clear Distinctions Between the Packages

7. Keep the Packages Simple to Understand and Implement

8. Include Channel Benefits and Product Benefits

9. Product Benefits based on incremental new business after relationship qualification criteria are met