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Case Studies demonstrate actual client experiences. Our clients are already doing the kinds of projects you want to do. These are their stories. At the right you will see a listing of topics. Click on any topic to see the relevant Case Study. Can't find what you are looking for? Please feel comfortable in calling us to ask. We are always adding to the list, and may have exactly what you are looking for… |
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Single Serve |
Auto Loan
Product facts and details about our auto loans program. |
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Loan Opportunity |
Loan Referral
Gain new relationships and new loans with our loan referral program. |
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Loan Recapture |
Holiday Skip-A-Pay
Increase profit and customer satisfaction with our holiday skip-a-payment program. |
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Onboarding |
Debt Consolidation
Product facts and details about our debt consolidation program. |
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Credit Data |
Email Click Stats Readership statistics on 500,000 emails. |
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Skip a Payment |
Daily Triggers Product facts and details about our trigger program. |
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Single Serve |
Bill Pay Loan Acquisition Product facts and details about our bill pay loan recapture program. |
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Onboarding |
Survey Product facts and details about our survey program. |
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Auto Loans $104m |
Auto loans $222m A targeted promotion helps retain auto loans and brings in additional accounts, as well. |
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| Auto loans $996m What’s the power of specific information? A vehicle equity statement achieves amazing results. |
Bill Pay $500m Your bill pay system contains valuable information. Learn how one client tapped into this intelligence. |
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| Client acquisition $350m A prospect campaign uses branch proximity to attract new households. |
Client retention $325m Identify and target your most profitable relationships. This client went one step further! |
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| Client intelligence $198m MARQUIS solutions make it easy to manage a large network of business partners. |
Cross-selling $90m Boost retention rates by promoting electronic services. |
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| Cross-selling $227m Onboarding and reboarding campaigns can run concurrently, generating results from new and single-service households. |
Cross-selling $240m View some amazing results from a monthly cross-selling matrix program. |
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| Cross-selling $290m Here’s a program you should probably be running at least once a year. |
Cross-selling $110m A trigger-based approach captures opportunities as they arise. |
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| Cross-selling $350m Would you like to increase your average household profitability? Here’s how one client did it. |
Cross-selling $320m When 70% of your customers are single-service, it’s time to switch strategies. |
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| Deposit growth $300m Even on a limited marketing budget, one MARQUIS client increased term deposit balances by $6.5 million. |
Cross-selling $1.6b Learn how value scores, P$ycle codes and product propensity can drive results. |
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| Loan growth $110m MARQUIS solutions prove their worth over time. |
Deposit growth $155m A calling campaign uses MCIF and CRM technology to boost deposits. |
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| Loan growth $350m It’s not all about loan volume. Quality counts, too. Here’s one approach for reducing delinquency. |
Deposit growth $336 What do beacon scores have to do with deposit growth? You may be surprised. |
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| Loan growth $455m A simple strategy made a big difference in this client’s credit card portfolio. |
Loan growth $296m Want to generate loan growth? Open, inactive lines of credit are a logical place to start. |
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| Mortgage Acquisition $1.6B Weekly triggers generate amazing results. |
Loan growth $400m Existing customers are a rich field for loan recaptures. |
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| Onboarding $500m How can you make an onboarding strategy even better? Here are some successful ideas. |
Loan growth $660m A quarterly recapture program keeps loan volume growing throughout the year. |
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| Onboarding $660m An ongoing matrix generates $14.9 million in new balances in one year. |
Onboarding $60m Here’s more evidence that the first few months of a relationship are the best time to offer additional products. |
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| Onboarding $1b A focused onboarding campaign concentrates on new checking accounts. |
Onboarding $600m An onboarding series focuses on loans, achieving an ROI of 2856%. |
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| Ontrax $401m What can OnTrax do for you? Read about a shift in strategy that has transformed one client’s marketing. |
Onboarding $900m This financial institution achieved remarkable results from a multi-channel onboarding program. |
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| Reboarding $500m Single-product relationships were identified and targeted, generating $2.5 million in new account balances. |
Onboarding $1.1b Retention rates dramatically increased when this client implemented an onboarding matrix campaign. |
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| Reboarding $1B An anniversary program uses next product potential to deepen customer relationships. |
OnTrax $1B Data-driven marketing brings in more than 3,000 new accounts. |
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| Referral Tracking $335m What happens when you implement a formal onboarding program and automate your incentive tracking? |
Reboarding $878m Effective segmentation supports a successful cross-selling effort for personal and business customers. |
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| Referral tracking $350m Commercial lenders are integrated into the pipeline process, for better results. |
Referral tracking $300m The more your employees use your referral system, the better. This client went from 10% staff participation to nearly 95%. |
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| Referral tracking $482m A streamlined referral system has a positive impact on the bottom line. |
Referral tracking $400m Learn how improvements in internal communication can impact account growth. |
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| Stamp test A simple change just might boost the results from your top 10%. |
Referral tracking $1b An upgraded referral system has a dramatic impact in just 60 days. |
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| What if repricing $102m Pricing decisions are important. Here, a what-if analysis helped to determine the proper strategies. |
Strategic Research $110m How can you make the most of a tight budget? Here is one client’s approach. |