Portfolio Protection for Banks, Credit Unions, and Property Casualty Insurance Companies

There are 12 Key Life-changing Events that would cause a person to need a loan, another financial instrument, or change their insurance policies.  Most importantly, there is a 60% chance that a customer would have one of these life-changing events each year.  Which also means that there is a 60% chance that these customers might look elsewhere or be open to cross selling of additional products/services by their current provider.

Portfolio protection for banks and financial institution

We are able to identify these events for our clients' customers, notify the client, so they can reach out to their customers be phone, email, or social ad to see if they can be helped.

Nationally, banks and credit unions have a 15% annual attrition rate and every lost customer is between $500 and $1800 in lost revenue.

Wouldn't you like to know when these opportunities to reinforce your brand and develop brand loyalty are available?

Credit Enhanced Marketing

We identify potential customers with high interest rates, or those who might be in the market for a new home, home equity line of credit, or reverse mortgage.  These may be current customers of the financial institution or non-customers.

We market to this audience be mail or email and reinforce with social and display ads.  At this time, we are converting between 1 and 10%.

Pre-Qualified Auto Loan Program 

We can identify auto owners who have a loan or lease expiring within the next 6 months.  These can be previous customers of the financial institution or anyone within its PMA.  We can further identify loans with high interest rates that should refinance and/or narrow down to a credit score of 600 or above.

There are over 50 data points we can examine.

We have a proprietary Facebook application that will help you reach these extra 5000-10,000 people per month.Pre-qualified auto loan ad

The Facebook lead ad form links directly to the Pre-Qualified application.  The form is already filled out with the prospects information, so the process ultra simple.  No need for them to add their Social Security number or date of birth.  The printable Pre-qualified certificate is email to the consumer, and then you and the dealership is notified within 10 seconds with Name, Address, Phone Email.

  • Expect 30-60 additional auto loans per month
  • Expect a 25+% close rate (depending on your salespeople)
  • Easiest qualification process (within 10 seconds)
  • Prospects never have to leave Facebook 
  • You will receive qualifiers' (and non-qualifiers') names immediately for follow-up

Get started with auto dealer programs

You become the lender of choice no matter if this customer buys at this particular dealership or not. They have your pre-approval certificate!