Project Description

New Relationship Sales Opportunity

The first 6 months of the new customer relationship will determine the lifetime value of that relationship for years to come. It’s critical to make consistent offers to increase service penetration, household profitability and balances. Unfortunately, this process can be time consuming if segmented, produced and tracked internally.

MARQUIS has a solution.

100% turn-key onboarding.

From initial and ongoing segmentation, file preparation to variable print production and monthly tracking, let our team of experts get you the results your institution deserves.

Here’s what’s included in our program:

1. Monthly segmentation.

Our consultants will work with your data to analyze and prepare segmented mailing files based on an unlimited number of new customer messages. This includes segments for both retail and commercial accounts. Often product messages are further segmented by age to be even more specific to the new customer.

2. Expert copywriting and design.

We know how to move someone to action. Our team has over a century of experience. We currently work with some very well known financial institutions that are exact in their brand standards and copy tone. We know we can satisfy your most critical creative needs.

3. Weekly or monthly print and electronic production.

Send your onboarding messages either weekly or monthly (depending on volume). Each letter is highly segmented to the recipient and includes variable data points such as: product tailored to age, branch location and contact, rates and terms. All campaigns are designed specific to your brand and market positioning. We do not use templates.

4. Results.

Here’s where it gets interesting. You will receive expert tracking reports either monthly or quarterly (depending on volume). These custom reports include response rate, profitability, segment response as well as age and branch stratification.

Be the envy of the board room with these response rates.

Typical response rates are 10%. We have MANY case studies that document the results of our onboarding program.


Want more information? Complete this form and we’ll contact you immediately.

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