Current Needs to Leads programs:
Click to read about the program!
Now its fifth year, this integrated effort produced an average of 100 leads per branch. In the first few months, the account opening rate was 40% above the norm, with over $4 million in new balances. The centerpiece of the Needs to Leads campaign was an online customer needs survey which was promoted through a variety of channels including email, social media, website banner, statement insert and in-branch collateral.
Click to read about the program!
The Needs to Leads effort for Five Star Bank generated thousands of leads, surpassing expectations and supporting the Bank's ambitious sales culture. The integrated campaign was anchored by a customer needs survey that uncovered upcoming life events and financial goals, giving the branches a ready-made sales opportunity.
Needs to Leads is a product of The Verdi Group.