Optimize Revenue While Reducing Cost in the New Home Lending Market

September 11th, 2008 at 2:30Eastern/11:30Pacific for about 1 hour

 

Fee:  $275 per company plus
$50 per telephone line used

 

Presentation Highlights

David Funsten
Vice President, Financial Markets Strategy
Harte-Hanks Direct Marketing
David_Funsten@Harte-Hanks.com

Li Saul
Vice President, Creative Strategy
Harte-Hanks
Li_Saul@Harte-Hanks.com
 
 


 
   

Session Description:

Like all markets, home lending is cyclical. Previous market downturns result in a return to more conservative lending. However, strategic home lenders will find opportunities in the current environment by finding homeowners with good credit and available equity.

This conference covers key economic and marketing trends and strategies necessary to compete in today’s new home lending market. You will have a roadmap for success specifically designed for lending marketers.

Learn about four major drivers for growth and success that will help you maximize your marketing dollars during this challenging time:

  1. Establishing accurate and timely data content

  2. Effective development and application of targeting models

  3. Integrating an efficient multi-channel strategy

  4. Deploying a relevant and tested communication plan

This session will be highly valuable for senior financial executives with responsibility for Home Equity and Mortgage Lending, New Customer Acquisition, Customer Onboarding and Cross-Sell, Digital Marketing, and Product Management.


About David Funsten:
David Funsten has been creating and implementing financial services database marketing programs for over 20 years.

As a Vice President of Strategy at Harte-Hanks Direct Marketing, David is responsible for analyzing database information, creating integrated marketing plans and interpreting results for our clients. Before joining Harte- Hanks, David was VP, of Marketing for Goal Financial which was the 5th largest lender of student loans. He has also held positions as VP, Relationship Management at Merkle, Business Unit Leader at Acxiom Corporation’s direct marketing agency, Senior Vice President of consulting and client services at FUSION Marketing Group where he was a partner, Assistant Vice President of Direct Marketing at First Interstate Bank, and Marketing Manager at Avco Financial Services.

He has spoken on Financial Services database marketing at numerous industry conferences, conducted by the Bank Administration Institute, American Marketing Association, Bank Marketing Association, Direct Marketing Association, Northwestern University’s Advance Database Marketing School, MCIF users conferences and OnsiteConferences.

He holds a BS degree in Business Administration from University of Southern California and earned an MBA from Loyola Marymont University, graduating with honors.


About Li Saul:
Ms. Saul is Vice President of Creative Strategy for Harte-Hanks, joining the team in April of 1996. Her background in direct response, creative, advertising and marketing spans more than 20 years, across industries.

Ms. Saul is responsible for offline and online creative planning, strategy and development for a wide variety of financial clients, focusing on programs that include handraiser, lead/order generation, acquisition, activation, cross-sell, relationship/loyalty, retention/lifecycle, and merger/conversion programs.

Prior to joining Harte-Hanks, Ms. Saul was the Director of Creative Services for American Bankers Insurance Group direct response marketing division. Directing a staff of 20 she was responsible for overseeing creative execution for retail, financial, insurance, utility and emerging market clients.

Previous experience also includes creative direction on the client side for American Express Financial Services, New York, Tiffany & Co., 5th Avenue, and a background in agency services with Grey Advertising, New York.

Ms. Saul is a much sought-after national conference speaker for the DMA and other high-profile marketing organizations. She is often a client guest speaker, educating internal creative departments on best creative practices in direct marketing. Her creative work over the years has made her a frequent award winner. Additionally, her expertise and presence was requested on a United States Postal Service Task Force in Washington, D.C. to help simplify postal regulations.

She received her Bachelor of Arts degree in creative writing and psychology from the University of Miami, graduating Magna Cum Laude.
 

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


 

About OnsiteConference
OnsiteConference, Inc. was founded on the principle that ninety percent of all executive learning takes
place via live presentation. Our programs focus on financial services research that is timely, relevant,
specific and actionable. OnsiteConference brings important research findings and education directly
to you and your colleagues via telephone conference at low cost. OnsiteConference, Inc. is a
privately held research marketing firm located in Tampa, Florida.

© Copyright 2008 OnsiteConference. All Rights Reserved.

Search