Opportunistic Deposit Acquisition

Session Description:

2009 is here, with an even more challenging environment that requires banks to attract higher quality new deposit households to provide a low cost sustainable funding source for lending and preserving balance sheet quality.

Now is the time to adjust your marketing to meet your deposit growth goals such as:

• Acquiring new deposits in an environment where customers have lost confidence
• Identifying competitors that are not financially sound and targeting the overlapping footprint
• Reducing first-year customer attrition through effective customer onboarding
• Defining cross-sell strategies to new and existing customers
• Showing the incremental marketing impact above “business as usual” activity

Presented by Harte-Hanks, this OnsiteConference will show you how to turn prospects into customers and provide you with practical tips on topics that include:

• Deposit acquisition marketing across channels that optimize incremental results
• Aligning value propositions with customer needs
• Designing creative that leverages the brand across all channels
• Incorporating search optimization with other on-line efforts into your marketing programs
• Deploying a multi-channel onboarding program

This session is appropriate for senior financial services executives with responsibility for Deposits, Lending, New Customer Onboarding, Branch Management, Product Management, Market Research and Strategy groups.

For attending, we will send you our latest supporting white paper: “2009 Cashing in on Opportunistic Deposit Growth Strategies”.


About Glenn Hudock:
Glenn has led a successful career in direct response and financial services for over 15 years. He successfully deployed direct marketing strategies for top financial institutions including: retail banking (deposits, consumer lending, investments,) credit card, and small business banking. Glenn specializes in data-driven program development that provides measurable ROI results for clients.

Past roles have included: Vice President, Harte-Hanks Financial Markets Organization, Account Director, Choice Point Precision Marketing, Banking and Insurance, Account Executive, Fair Isaac, Direct Response Marketing, Account Director, Experian, Financial Services, Telecom, Energy, Cable.


About Li Saul:
Li leads the overall creative strategy and visionary recommendations for top agency clients, working hand-in-hand with the client, our marketing strategists and our creative team to ensure the creative is on brand and on point. Her 20+ years in marketing span roles at American Express Financial Services, Tiffany & Co., American Bankers Insurance Group and Grey Advertising. She is a much-sought-after speaker at national conferences including the DMA, as well as client forums, and has been published in both DM News and DIRECT.


About Harte-Hanks:
Harte-Hanks, Inc., headquartered in San Antonio, TX, is a worldwide direct marketing company offering services to consumer and business-to-business marketers. Harte-Hanks Direct Marketing delivers database, analytic and marketing services expertise within numerous industries, among them financial services, retail, healthcare and pharmaceutical, high tech and telecommunications, and automotive.
Divisions within Harte-Hanks are the Financial Practice (an agency within the Financial Markets Organization), and Digital Practice.

The Financial Practice includes a group of 60 professionals averaging 15 years financial experience that are industry experts in the areas of the direct marketing strategy, creative, analytics, and execution. The agency is solely focused on financial services clients including banking, investments, diversified lending, credit card, and insurance companies.

Harte-Hanks Digital Practice comprises more than 125 professionals, averaging 12 years of experience across sales, service, creative, development and delivery. These experts help Harte-Hanks clients devise digital strategy and employ digital media and communications, either alone or integrated with non-digital channels, to achieve marketing and business goals such as customer acquisition, retention and loyalty.


www.Harte-Hanks.com