We help community financial institutions attract more customers and dramatically increase overall profitability.

FOR BANKSFOR CREDIT UNIONS
THE NUMBERS

Our expertise has helped our clients achieve amazing results.

7.5 M

NEW CORE CUSTOMERS
Added by Haberfeld in the last decade

2x

CHECKING ACCOUNT OPENINGS
Typical result is to double new customer openings

5.2

AVG HOUSEHOLD PRODUCTS & SERVICES
Client average of products & services per new customer household

8 - 12

AVERAGE, IN YEARS, OF CUSTOMER RELATIONSHIPS
The longer you have your customers, the deeper your relationships will be.

OUR EXPERTISE

Haberfeld Associates is a company with more than 50 professionals with decades of experience dedicated to community banks and credit unions like yours. What do we do?

  • We more than double your core customer acquisition results using a disciplined system that drives customer and profitability growth
  • We assist you in product development, evaluate policies and procedures, arm your staff with the right tools through coaching, mystery shopping and training your team
  • Drive more traffic to your branches and website through ROI focused marketing
  • Evaluate your results based on the most meaningful benchmarks in community banking
THOUGHT LEADERSHIP

With more than 30 years helping community financial institutions, there are a few things we can share about how it’s done successfully.
Check out some of our webinars, posts on Haberfeld Blog or recent articles in ABA Bank Marketing, The Financial Brand, CU Times and more.

  

Haberfeld Insights Blog

You want as many profitable customers as you can get. And once they decided you’re the PFI, you can deepen the relationship and increase engagement and profitability.

Publicity and Press Mentions

See what Haberfeld Associates is saying in the news and what others are saying about our growth strategies.

Informational Webinars

Learn more about what we do, when it’s convenient and at your own pace, with our in-depth webinars.

UPCOMING ENGAGEMENTS, EVENTS AND EXHIBITS

Independent Bankers Association of Texas Conference 
Austin, TX, September 9-12, 2017

Iowa Bankers Association’s Annual Meeting
Des Moines, IA, September 17-19

WIB Education Summit 
Carlsbad, CA, September 17-19th

Kentucky Bankers Association’s Annual Convention
Palm Beach, FL, September 17-20, 2017

Northwest Credit Union Association’s MAXX Conference
SeaTrac, WA, October 11-13, 2017

OBL/ILFI Annual Joint Convention
Ashville, NC, October 12-15, 2017

Wisconsin Bankers Association’s LEAD360 Conference (Marketing/Retail/Sales) in Wisconsin
October 24-25, 2017

CA/NV Credit Union League’s REACH Conference
Palm Desert, CA, November 5-8, 2017

Michigan Bankers Association’s Bank management and Directors Conference
Grand Rapids, MI, November 29-December 1, 2017

Missouri Bankers Association
St. Louis, MO December 6-8, 2017

Drop us a line

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