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

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
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.
To access our blog or recent articles in ABA Bank Marketing, The Financial Brand, CU Times and more, read on.

  

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.

UPCOMING ENGAGEMENTS, EVENTS AND EXHIBITS

Wisconsin Bankers Association Bank Executives Conference
Madison, WI, February 8

CUNA GAC Conference
Washington D.C., February 21-25

North Dakota Bankers Association’s LEAD360 Conference
Bismarck, N.D., March 2-3

Illinois Bankers Association ONE Conference
Peoria, IL, March 5 – 6

Ohio Bankers League Marketing Conference
OBL Training Center, Columbus, OH, March 10 – 11

Kentucky Bankers Association Marketing Workshop
March 11

Schools of Banking, School of Banking Fundamentals
Topeka, KS, April 11 – 15

Iowa Bankers Association Marketing Conference
West Des Moines, IA, April 28 – 29

New York Bankers Association’s Small Business Retail Banking Conference
April 13-15

The Financial Brand Forum
Las Vegas, NV, May 16-18

Haberfeld Associates “SunPosium” – Annual Symposium
Phoenix, AZ, May 3 to 6

Haberfeld Associates Executive Symposium
Fairmont Sonoma Mission Inn & Spa, Sonoma, CA, September 7 to 9

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