For business-to-business service providers to banks and credit unions we offer BankMark, a powerful new business acquisition and relationship deepening platform.
BankMark employs proven techniques to help clients grow revenue, strengthen existing account relationships and enhance return on investment-driven marketing messaging.
APPROACH
We conduct a complete 360-degree review of a client’s book of business to bolster marketing messaging and identify targeted leads for new business acquisition and sales-building strategies.
1 — BUSINESS REVIEW
Perform book of business diagnostic review to uncover high-impact drivers of partner performance across portfolio, capitalization, asset management, revenue and earnings, liquidity and productivity measures.
2 — RETURN ON INVESTMENT
Incorporate key findings into marketing messaging, return on investment-driven value statements and sales strategies.
3 — SALES PROSPECTING
Canvass the universe of banks and credit unions to deliver rich leads for new business acquisition and relationship deepening opportunities.