DATA-DRIVEN MARKETING

Do financial services
marketing the right way

Market your financial institution, win new customers and grow your business with a data-driven approach.

OVERVIEW

Drive revenue growth and ROI with financial marketing

people around a table discussing financial services marketing

Financial organizations, including banks and credit unions, find success with our innovative solutions that help them accomplish their most challenging marketing goals.

We’ve proven our value over the past 40 years, as we’ve become a trusted marketing partner to 25 of the top 35  largest U.S. Banks (by asset size). We build programs to help banks of all sizes support their customer cross-sell and retention needs while offering new customer acquisition programs to support almost any bank product.

Consumer accounts: Deluxe uses its consumer insight, life event triggers, and tri-bureau credit data to help FIs acquire and retain deposit accounts (checking, traditional savings, high-yield savings, etc.), consumer loans, credit cards, and wealth/investment accounts.

Business accounts: Deluxe’s business insight and trigger data help banks and credit unions target businesses for checking accounts, lending, commercial real estate, credit cards, merchant services, and more.

FEATURES & BENEFITS

Create consumer and business relationships by marketing your financial institution

We believe in surround sound marketing, and we support all channels including direct mail, email, paid search, affiliate networks, paid social, programmatic display, outbound phone, platform prompts, and online banking.

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Tri-bureau credit data

Reach a massive market of over 250 million consumers with our tri-bureau credit trigger database. By monitoring data from all three credit bureaus, you can create a lead list that will help drive significantly more opportunities.

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Life event triggers

Get the right message in front of the right people at the right time. Deluxe has over 20 unique life event triggers, including: Recently engaged, expecting baby, newly single, applied for auto loan, new business formation, new location, etc.

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Mover triggers

Reach movers before the competition knows they exist. Our pre-mover and new mover data targets 3-7x more consumers than our next closest competitor (according to Deluxe internal data).

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Consumer insights

Gain access to important insights and features that drive effective market analysis and segmentation profiles, fuel your AI modeling, build more efficient marketing programs and help you get to know your customers even better.

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Business insights

Tap into a 360-degree view into the firmographic, behavioral, ownership, credit, and cash flow patterns of over 25 million active U.S. business profiles. Use this data to improve campaign performance and cement brand loyalty by reaching out with relevant products and services.

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End-to-end agency support

Deluxe offers full-service agency capabilities such as campaign design and consulting, audience selection, data management, creative strategy, campaign production and deployment, all the way to performance tracking and optimization.

KEY FEATURES

Why banks choose Deluxe

people discussing marketing for financial institutions

Exceptional data access

Our exhaustively sourced business and consumer data libraries, proprietary data attributes, and dynamic, AI-powered models enable Deluxe’s premium targeting strategies.

Deep banking expertise

Over 40 years serving banks and credit unions with over 1,000 distinct client/partner projects delivered per year.

Speed to market

Every product we build is aimed at getting in front of the right audiences at the right time – we understand how crucial well-timed execution is to campaign performance.

Flexible & transparent

We do not require long-term client contracts or any marketing channel exclusivity periods. Instead, we offer client-centric pricing models, including traditional and performance-based funding structures.

Communicative & responsive

We pride ourselves on being a client partner—we are clear and thorough in status updates and deliverable expectations along the way.

Full service

Except for printing and digital deployment, we execute each phase of the campaign lifecycle in-house. This enables increased security and quicker turnarounds, as data is not transferred to third parties.

Measurement obsessed

We don’t promise results, we deliver them. And, we give you thorough campaign dashboards to help your organization understand and recognize the impact of your marketing programs from every angle.

Data integrity and privacy

We understand that your data is one your most important assets, so we maintain the high standards of security protocols and certifications so you can feel good trusting us with your data. We also understand that your internal systems make you successful – so we will build solutions that are flexible enough to partner with your technology rather than making you adapt to ours.

HOW IT WORKS

The Deluxe data difference for financial institutions

1

Strategic campaign design

Our team will partner with you to develop a customized strategy built to deliver on your goals and objectives.

2

Data integration and audience selection

Our data science and audience design teams use unique multi-sourced data and proprietary decision engines.

3

Creative strategy and development

To help your message stand out, Deluxe designs relevant, personalized and differentiated marketing experiences tailored around the distinctive elements of your financial institution. 

WANT TO KNOW MORE ABOUT MARKETING FINANCIAL PRODUCTS?

Use data for bank marketing

This is what we do best

Please fill out the fields below and we will contact you with more information on how to get started.

RESOURCES

Take a deeper look

Section Recorded Webinars

 

Deposit Acquisition Strategies for 2023

 

How to Use Data to Cross-Sell and Delight Customers

 

Generating Loan Demand in a Rising Rate Environment

 

Strategies to Achieve CRA Compliance While Meeting the Needs of LMI Residents

 

Strategies to Grow When the Refi Market Stalls

 

8 Best Practices for Using Triggers to Fund Loans Faster

Section Videos

 

Financial Brand Forum - Trigger Marketing Demo

 

Data is the Key to Building a Better Customer Experience

 

The Power of Pre-Mover Data

 

Why Use Deluxe’s Credit Trigger Signals

 

Why Use Deluxe for Trigger Marketing