Helping Banks and Credit Unions Use Market Information to get better returns from Marketing Investments

Customer Relationship Maximizer

The Direct Route to Better Strategic Planning...
                     ... Turning Information into Action

As a successful community banker, you know your greatest assets are your customers. Your success in the future will depend on continuing to satisfy their needs while you attract new customers like them.

But who are your best customers and what do they need? The answer is different for every bank, and with your account information you have the tool to find out.

At most banks your size, the  people responsible for growing relationships have  little time for data mining  or CRM analysis. That’s why Quantisis Research has the Customer Relationship Maximizer (click here for a sample)

How it Works

We’ll work at your office to preserve the confidentiality of your data. We’ll apply our analytical tools to your account data and discover where you are strong and where you have the best opportunities to grow. In about three weeks, we will present  our findings  at a meeting at your office. Your customer information stays confidential and secure at all times .

In-Depth Analysis

We will analyze your performance at the product, customer and branch levels. You’ll see benchmarks of institutions like yours

Products and Services Planning:

Which products are most important from the standpoint of number of accounts, balance and profit contribution? What are the patterns of product usage? What are your lead products? Which products are included in the most profitable relationships.

Opportunities: Promotion priorities
New product opportunities
Re-pricing
Product bundling Product line consolidation

Customer Relationships Planning

Who are your best customers? What characteristics do they share? Where do they live? Who are your “relationship” customers and who are only “transaction” customers? What are the product usage patterns of more profitable and less profitable customers? How does profitability differ by branch/market area?

Opportunities:  Cross-sell targeting
  Retention strategy
                         Needs-based selling
                  Customer acquisition strategy

Branch Planning:

How do your branches compare on key performance measures: cross-sell ratio, new customer growth, core account sales? Where is your growth coming from? Where are your profits coming from? Which branches are doing best with small business

Recommended Actions

Our recommendations will be detailed, specific and actionable. We will present our findings and recommendations to your management team at your offices. You will also receive a detailed hard copy report with supporting data.

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