Banking & Credit Union
Case Studies
Credit Unions
10-Branch Credit Union Averages 265 New Accounts per Branch, per Year
In only 3 years, this credit union added almost 8,000 new retail account openings
Banks
63-Office Bank Sees Retail and Business Portfolio Growth Take Off
In just 3 years, a community bank with $2.2 billion in assets adds almost 6,000 retail accounts
Banks
7-Office Bank Earns $6.3M in Deposits During First Year
In 12 short months, this new client saw an 85% lift in retail checking openings and a 12% portfolio growth rate.
Credit Unions
Additional New Checking Accounts Grow 2.57x in One Year
With just 6 branches, this $318M institution opens more than 2,600 accounts in one year
Banks
Average Openings Nearly Double Each Year for More Than 5 Years
12-branch bank with $836M in assets gains +12,000 net new retail accounts
Banks
Bank Sees 2.0X Retail Opening Lift in Just 7 Months
This impressive surge led to a $3.7M increase in deposits and $2.5M in loans after checking was opened.
Banks
Big Gains in Account Openings Four Years and Counting
9-branch bank with $827M in assets gains +5,500 new retail accounts
Credit Unions
Credit Union Membership Grows by 87% in 8 years
This 9-branch credit union also saw a sizeable lift in openings, deposits, COF, and loans.
Banks
Explosive Portfolio, Deposit Growth
10-branch bank increases retail accounts more than 70%, business more than 80%, in less than four years
Credit Unions
First-Year Results: 98 Percent Increase in New PFI Households
A 3-branch credit union, with $502M in assets, opens 879 new accounts in one year
Banks
Growing Retail, Business Accounts for More Than 13 Years
7-branch bank sees sustained results in new accounts, net deposits
Banks
High Performance Growth™ 6 Year Results
This impressive surge led to a $3.7M increase in deposits and $2.5M in loans after checking was opened.
Banks
Incredible Per-Branch Results in Retail and Business
6-branch bank opens 350 retail checking accounts per location in just five years
Credit Unions
One Year, Nearly $50M in Total Loan Growth for 7-Branch Credit union
A single year’s openings exceed 2,000 for credit union with $480M in assets