About Needs to Leads
Needs to Leads combines personalized customer insight with an in-depth realization of customer needs. Implemented twice yearly, Needs to Leads allows customers to bring the bank's attention to their life events and financial goals. An integral part of the implementation is the expressed clear understanding that the bank will respond with valuable and specific solutions. The program employs an integrated media campaign, which can include email, a landing page, direct mail, statement inserts, teller cards, social media, and web banners. As an incentive to participate, the customer is offered the chance to win an attractive premium (currently a $100 gift card).
Needs to Leads Timing
The program generates an average of 100 leads from each branch every time it is deployed. Leads are distributed to the branch managers as they are received. The branch team is trained to call on the leads and to book appointments with customers to review customer needs and proposed solutions.
Needs to Leads addresses
3 important bank objectives.
1. Deepen customer relationships.
2. Act as a trusted advisor.
3. Foster a sales culture within the bank.
Needs to Leads is based upon
3 bedrock marketing concepts.
1. Your best customers are also your
best prospects.
2. The more you know about your customers,
the better for you and for them.
3. Your customers trust you.
Needs to Leads is a product of The Verdi Group.