Case Studies

September 2015

Community Bank Achieves More Than 600% ROMI, Reduces Cost-to-Acquire with Targeted Direct Marketing Campaign

Friday, September 25, 2015

A $2.1 billion community bank wanted to generate new accounts for its checking programs. It also wanted to segment its customer base into Millennials, households with children aged 15+ and households with small business owners. Download PDF


Official Check Standardization Delivers Hard and Soft Cost Savings

Friday, September 18, 2015

A large national bank sought a new provider for its official check and money order management. The new provider would need to improve current value/cost ratios and service levels through standardization across the bank’s geographic footprint, including all subsidiary and affiliate locations. Download PDF


Shopper Alert™ Earns 1,008% Return on Marketing Investment (ROMI) in Five Months

Friday, September 4, 2015

A regional bank sought a cost-effective way to market additional products to existing accounts to grow its loan and portfolio and prevent attrition. A turnkey, credit trigger solution generated nearly $75 million in loans and an impressive ROMI. Download PDF.

August 2015

Large Regional Bank Achieves Nearly 1500% Return on Marketing Investment (ROMI) with Targeted, Multichannel Small Business Account Acquisition Strategy

Tuesday, August 4, 2015

A large regional bank with nearly $20 billion in assets sought a means to acquire new small business account holders and to identify business owners with whom they had a consumer-only relationship. They also wanted to increase wallet share among existing small business account holders. Download PDF.

April 2015

Targeted and Personalized Checking Acquisition Achieves More Than 380% ROMI

Wednesday, April 1, 2015

A large, regional bank with more than $10B in assets sought a new strategy and a cost-efficient solution to boost core deposits by acquiring new households. Download PDF

March 2015

Comprehensive Prescreened Lending Delivers 363% ROI

Thursday, March 12, 2015

One of the nation’s largest credit unions faced increasing competition for the same consumers. It wanted to efficiently grow its loan portfolio, while maintaining member loyalty. A multi-channel prescreened lending approach achieved an impressive return on investment and nearly tripled prior campaign revenue in just 90 days. Download PDF

December 2014

Shopper Alert Generates 14% Response Rate in 60 Days

Friday, December 19, 2014

A credit union with assets of more than $4 billion and approximately 20 branches nationwide wanted to acquire new loans, keep existing loans and enhance member retention. Having worked with Harland Clarke on a successful refinance marketing program earlier in the year, the credit union turned to Harland Clarke for solutions.  Download PDF

July 2014

Loan Magnet™ Delivers 2,600% ROMI

Monday, July 14, 2014

A regional bank wanted to expand its loan portfolio with existing account holders and prospects, as well as give qualified borrowers the opportunity to leverage their home equity to increase spending power. Harland Clarke’s Loan Magnet produced a 2.2% response rate and generated $111 million in new loan balances, $14 million in new deposits, and thousands of new customers. Download PDF

Predictive Modeling Boosts Cross-Sell Campaign Results to $19 Million

Tuesday, July 8, 2014

A bank with approximately $22 billion in assets was reluctant to implement a cross-sell program, fearing that a heavy-handed sales push would clash with its relationship-driven business approach. However, the bank was open to the idea of a highly targeted cross-sell campaign to promote products that would save their account holders money, as well as provide services they really needed. Download PDF

June 2014

Shopper Alert™ Helps Credit Union Drive Loan Growth and Achieve Cost Objectives

Monday, June 30, 2014

HAR-CO Federal Credit Union, a mid-Atlantic credit union with $200 million in assets, used Harland Clarke’s loan acquisition solution Shopper Alert to add more than $10 million in new loans over eight months – at a cost of less than $75 per loan. Download PDF