Determining the Opportunity & Creating Client Treatment Groups - Banking

By understanding customers’ growth potential, banks can:

  • Develop appropriate treatment groups and prioritize high opportunity customers
  • Capture millions of incremental assets from those customers that have a less than average balance at the bank and greater than average total investable assets
Previous Flipbook
Increase New Client Assets by Targeting the Right Audience Case Study
Increase New Client Assets by Targeting the Right Audience Case Study

Increase New Client Assets by Targeting the Right Audience. Firm enhances customer acquisition to increase ...

Next PDF
Identifying Cross-Sell Candidates - Brokerage to Deposit
Identifying Cross-Sell Candidates - Brokerage to Deposit

Identifying Cross-Sell Candidates - Brokerage to Deposit Products.