Project Description


This financial institution recognized the value of carefully targeted, data-driven direct marketing. They turned to MARQUIS to put this idea into action.


The institution needed to effectively use client data to focus their marketing efforts, track the results, and provide tangible evidence of a solid return on investment.


A multi-faceted approach was developed, including Onboarding to welcome new clients and introduce them to additional products, and Reboarding to thank existing low-involvement clients for their business and encourage them to open new accounts. Quarterly trigger programs were used to deliver a series of tailored product offers designed to increase relationship strengthening among existing clients and to attract new accounts from prospective clients. These programs included:

• Mailers demonstrating the value of the client’s home equity with an invitation to apply for a Home Equity Loan or an offer of a Pre-approved Home Equity Loan
• Hot Rate CD offers to existing and prospective clients
• Auto and Motorcycle loans, new mortgages and mortgage refinancing offers
• Offers for Lines of Credit, and secured and unsecured Personal Loans
• Consumer and business No Interest Checking account promotions


Four consecutive year results are impressive.

MARQUIS case study results

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