A leading financial institution serving a wide range of consumer, business, and institutional clients through its 1,500 branches, partnered with EE Incentives to address their cross-sell and paperless statement adoption initiatives.
Cross-Sell Programs for Account Acquisition
Using our rewards platform, this program was used to acquire new account holders, and adopt AutoPay for home and auto loans, while simultaneously lowering costs and increasing customer satisfaction.
Increased customer acquisition
Reduced acquisition costs by 25%
Increased customer satisfaction and experience
Mortgage Cross-Sell Program Savings: $944,450
Paperless Statement Adoption Program
This program was designed to convert consumer checking, saving and money market accounts from paper to paperless statements, and had significant results by using our rewards platform.
32% increase in conversion rate from paper to paperless
Promotes use of online banking
Significant operational cost savings
Opportunity to capture email
Provides relevant reward
Further supported corporate sustainability initiatives