What if you could distinguish your institution to the customers that matter most? We can help with three unique account stages:

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1

stage

We Target and Acquire

Our integrated, data-driven marketing system helps financial institutions efficiently and effectively identify and acquire new household relationships.

  • Our system utilizes proprietary modeling, fueled by your customer data to focus our communications on the right audience.
  • Performance analytics provide a transparent insight into the performance of our programs.
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2

stage

We Onboard and Engage

Ensure maximum return from your acquisition strategy over the first 120 days of a customer's relationship, with an emphasis on activation and relationship penetration.

  • Our turnkey, multi-channel, value-oriented communication flow will ensure maximum return from your new-relationship acquisition strategy, driving customer activation, relationship penetration, enhanced profitability and retention
  • SwitchAgent™ from Deluxe will help you increase account activation, engagement and activity.
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3

stage

We Cultivate for Profitability and Retention

Strengthen relationship depth, profitability and retention by building more loyal relationships.

We draw on decades of experience and best practices to offer deep customer acquisition and growth expertise:

  • Existing customer cultivation and growth, deepening customer relationships, profitability and retention
  • Relationship acquisition to include Consumer and Small Business checking, Mortgage, Home Equity, Consumer Lending and more
  • Bank acquisition communication and conversion support
  • HELOC and Credit Card Portfolio Utilization
  • Custom designed programs to fit most any need
  • Customized training programs

A sampling of Deluxe Cornerstone results

  • 70% — Account lift
  • 90% — Household lift
  • 92% — Lift over control
  • 700% — ROMI
Learn more about the 3 unique account stages
Ready to learn more about Marketing Services from Deluxe?

Why Deluxe?

How would you like to...

  • Attract a greater number of profitable households and small-business relationships?
  • Reduce your marketing spend while enhancing your ROMI?
  • Position your business for more cross-sell and fee-income opportunities?
  • Do this without burdening your staff?

Deluxe has created an integrated marketing system to enhance your new account acquisition, growth and retention efforts. Our programs include the following support:

  • Dedicated account team driving program strategy execution and management
  • Data-driven targeting analytics to narrow the solicitation focus
  • Proven and consistent ROMI
  • Enhanced brand awareness and perception
  • Comprehensive and transparent performance analytics to illustrate program results

Customer Testimonials

Video thumbnail: Marketing Director, Mechanics Bank

3:30

Marketing Director, Mechanics Bank
Institution Type:Community Bank
Asset Size:$3 Billion
Branches:15

"We were looking for a partner to help us become more effective at our direct mail. It has been the best that we've ever had."

Video thumbnail: Retail Sales and Service Manager, First Bank & Trust

6:49

Retail Sales and Service Manager, First Bank & Trust
Institution Type:Community Bank
Asset Size:$800 Million
Branches:15

"For us to have this competitive edge, it really sets us apart from our competitors. I honestly can't say enough positive things about how the whole process has been."

Two people shanking hands
Vice President and Chief of Branch Operations, Credit Union West
Institution Type:Credit Union
Asset Size:$450 Million
Branches:11

"Deluxe and CSP have guided us toward our goals. With their help we are drilling deep into the minds of our members and preparing ourselves to serve them better."

It has been the best direct mail program that we have ever had."

Marketing Director, Mechanics Bank

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