Financial Institutions


For nearly 35 years, we’ve used our multifaceted High Performance Growth™ strategy to deliver millions of new core customers to hundreds of community financial institutions nationwide. Our clients experience sustainable growth in account openings, profitability, and market share.


There are four primary drivers to High Performance Growth™


Our team of experts help align your people, products, and policies to sustainably grow your institution’s market share and better serve your communities.


Become the go-to financial institution for prospects who switch. Our data-driven, omnichannel marketing approach uses a mix of tactics to yield the highest return on investment.


When prospects visit your branch, ensure they leave as accountholders. We’ll give your managers and staff the confidence, knowledge, and support they need to improve their talent and maximize effectiveness.


With over three decades of experience, we have accumulated millions of
data points to inform every aspect of your strategy, ensuring your institution reaches its full growth potential.


Haberfeld clients significantly outperform their peers.

rate of new retail customer acquisition

rate of new loan growth

rate of new business customer acquisition

improvement in efficiency ratio

“Everybody is on the same page, we’re all steering the boat in the same direction, we’re all focusing on getting all of the customers.”

Amy Hall, Chief Customer Service Officer, First Community Bank

Attracted almost 20,000 new customers and $180 million in new deposits over six years.

Client results for a 15-location, $650-million financial institution

“As a community bank, partnering with Haberfeld has given us opportunities to reach our potential customers we could never have achieved on our own.”

Kayla Luton, Operations Center Manager, Community Bank and Trust

Increased new member households 45% with 8,000 new checking accounts in just three years.

Client results for a 10-location, $492-million financial institution

Added 4,990 new members and 2,089 additional new consumer checking accounts opened.

Client results for a 7-location, $480-million financial institution

Grow Teams, Leaders, and Income

Maximize your strategy with additional solutions for today’s challenges.
Social Preview Image for Cultivate--Accelerating Teams

Track employee growth to maximize teams and drive results

Benefits Checking logo

Learn to grow leaders for
long-term success

Benefits Checking logo

A value-added checking product that increases value for accountholders and income for you

it’s time to grow