Growing Core Relationships
and Engagement
with Haberfeld
With our strategy you can acquire significantly more profitable core relationships and engage new and existing customers or members to use more of what you offer.
Your financial institution can achieve these results. We can show you how.
Haberfeld is more than 80 financial industry professionals helping hundreds of clients connect with the people they want to reach. Together, we’ve built core relationships in the millions and combined, we have the nation’s fourth largest branch network. But, it’s not the numbers that matter; it’s the connections.
ACCELERATING GROWTH
HIGH PERFORMANCE GROWTH™ & PROFIT STRATEGY
7.5
2x
5.4
million new core relationships added by Haberfeld in the last decade
checking account openings
average household products and services
Client average of products and services per new customer or member household.
Typical result is to more than double new openings.
WHAT OUR CLIENTS SAY
“
I am convinced we have better products, better training, better customer experience inside the branch, and more effective marketing than anybody in any of our markets.
President & CEO, $560 Million in Assets
EVP, $2.4 Billion in Assets
First, the program works. Second, support is consistently delivered. Third, communications are of value ... plus our consultants are always accessible to us. I hired Haberfeld twice, at two different companies.
“
Before marketing starts, we set you up for success. Our evaluations ensure you’re targeting prospects with intelligent products and incentives backed by effective policies and processes. We combine all of this with training tailored precisely to your organization.
Superior execution
Backed by big data and intelligent analytics, MobilePredict™ uses GPS and cell data for precision direct mail, email and digital marketing. It's how you get the right message, with the right products, in front of the right people at the right time.
Targeted marketing with MobilePredict™
Customized training helps your institution sustain amazing results year after year. With our experienced consulting team, you’ll create a culture of engagement that ensures execution throughout your organization.
Customized training
Referrals
The best referrals come from those who like you so much, they’ll evangelize your products, people and culture. Our referral system takes advantage of this relationship and includes a digital solution for fast, convenient and effective referrals.
STRATEGY RESULTS
29%
higher ROA on average compared to peers
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