Case Studies demonstrate actual client experiences. Our clients are already doing the kinds of projects you want to do. These are their stories.

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Single Serve
Increase household profitability with our single serve program.

Product facts and details about our auto loans program.

Loan Opportunity
Facts and details about our loan opportunity program.

Gain new relationships and new loans with our loan referral program.

Loan Recapture
Product facts and details about our loan recapture program.

Increase profit and customer satisfaction with our holiday skip-a-payment program.

Onboarding
Product facts and details about our onboarding program.

Product facts and details about our debt consolidation program.

Credit Data
Product facts and details about our XtraCredit program.

Readership statistics on 500,000 emails.

Skip a Payment
Product facts and details about our skip program.

Product facts and details about our trigger program.

Single Serve
Product facts and details about our single serve program.

Product facts and details about our bill pay loan recapture program.

Onboarding
Product facts and details about our onboarding program.

Product facts and details about our survey program.

Auto Loans $104m
Credit data helps drive a compelling offer for new auto loans, bringing in more than $1m in deposit and loan balances.

A targeted promotion helps retain auto loans and brings in additional accounts, as well.

What’s the power of specific information? A vehicle equity statement achieves amazing results.

Your bill pay system contains valuable information. Learn how one client tapped into this intelligence.

A prospect campaign uses branch proximity to attract new households.

Identify and target your most profitable relationships. This client went one step further!

MARQUIS solutions make it easy to manage a large network of business partners.

Boost retention rates by promoting electronic services.

Onboarding and reboarding campaigns can run concurrently, generating results from new and single-service households.

View some amazing results from a monthly cross-selling matrix program.

Here’s a program you should probably be running at least once a year.

A trigger-based approach captures opportunities as they arise.

Would you like to increase your average household profitability? Here’s how one client did it.

When 70% of your customers are single-service, it’s time to switch strategies.

Even on a limited marketing budget, one MARQUIS client increased term deposit balances by $6.5 million.

Learn how value scores, P$ycle codes and product propensity can drive results.

MARQUIS solutions prove their worth over time.

A calling campaign uses MCIF and CRM technology to boost deposits.

It’s not all about loan volume. Quality counts, too. Here’s one approach for reducing delinquency.

What do beacon scores have to do with deposit growth? You may be surprised.

A simple strategy made a big difference in this client’s credit card portfolio.

Want to generate loan growth? Open, inactive lines of credit are a logical place to start.

Weekly triggers generate amazing results.

Existing customers are a rich field for loan recaptures.

How can you make an onboarding strategy even better? Here are some successful ideas.

A quarterly recapture program keeps loan volume growing throughout the year.

An ongoing matrix generates $14.9 million in new balances in one year.

Here’s more evidence that the first few months of a relationship are the best time to offer additional products.

A focused onboarding campaign concentrates on new checking accounts.

An onboarding series focuses on loans, achieving an ROI of 2856%.

What can OnTrax do for you? Read about a shift in strategy that has transformed one client’s marketing.

This financial institution achieved remarkable results from a multi-channel onboarding program.

Single-product relationships were identified and targeted, generating $2.5 million in new account balances.

Retention rates dramatically increased when this client implemented an onboarding matrix campaign.

An anniversary program uses next product potential to deepen customer relationships.

Data-driven marketing brings in more than 3,000 new accounts.

What happens when you implement a formal onboarding program and automate your incentive tracking?

Effective segmentation supports a successful cross-selling effort for personal and business customers.

Commercial lenders are integrated into the pipeline process, for better results.

The more your employees use your referral system, the better. This client went from 10% staff participation to nearly 95%.

A streamlined referral system has a positive impact on the bottom line.

Learn how improvements in internal communication can impact account growth.

A simple change just might boost the results from your top 10%.

An upgraded referral system has a dramatic impact in just 60 days.

Pricing decisions are important. Here, a what-if analysis helped to determine the proper strategies.

How can you make the most of a tight budget? Here is one client’s approach.