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Post-Acquisition Marketing

Boost home equity awareness in new markets.

The Client

Regional bank

The Challenge

Our client recently acquired another bank in an adjacent geographic area and wanted to:

The Breakthrough

Using a proprietary customer mortgage list, SIGMA proposed deploying a communications mix consisting of mail only, mail and telemarketing, and telemarketing only to help boost consumer awareness and to promote home equity loan products. The creative strategy included the use of an oversized postcard to help draw attention to the message. A photo on the postcard helped promote the branch merchandising effort. The offer included a competitive interest rate with and emphasis on the ease and speed of refinancing. Prospects comprised 75% of the target audience.

The Win

All key program performance metrics met or exceeded client targets, including response rate, conversion rate, cost per application and cost per conversion. Cost of conversion was significantly minimized at an average of $325 per conversion against a target of $500.

Our client was able to quickly raise awareness in a new market area while at the same time generating a significant number of new home equity accounts. Account opening rates were higher than those achieved from home equity campaigns deployed within the client’s original footprint.