Case Study

Regional Bank: Customer Acquisition

Learn how a regional bank gained a record number of new high yield saving accounts and wrote a record number of mortgages.

Customer Acquisition for Regional Bank

The regional bank had an extremely tight marketing budget and was facing competition from national banks and credit unions. The client sought an initiative to drive new customer accounts and loans with the help of PGM’s customer acquisition solutions.

Gained a record number of high yield saving accounts
Wrote a record number of mortgages