BACKGROUND

This regional bank sought to secure new small business banking relationships across several of the states where they operate.

PROBLEMS SOLVED

Our integrated approach resulted in hundreds of new business banking relationships with an average of 3.5 products and more than $125,000 in balances per new customer.

Critical to campaign success, we eliminated the barriers to phone follow-up by bankers—and increased their effectiveness by prioritizing leads in a lead management portal.

PURPOSE OF PROJECT

  • Lead Generation
  • New Customer Acquisition
  • Lead Nurture

Alcott Nashville

341 Cool Springs Blvd, Suite 100
Franklin, TN 37067-7222
(615) 790.9155

Alcott Portland

650 NE Holladay Street, Suite 1600
Portland, OR 97232
(360) 984.6000