Banks & Credit Unions
Better Audiences for Bank & Credit Union Growth
Acquire More Customers. Grow Deposits. Generate More Loans.
Reach the people most likely to open an account or apply for your products — including prospects who are actively in-market, visiting your website, moving into your service area, or who look like your best customers.
Prospect Audiences for Banks & Credit Unions
Inbound Insight helps banks and credit unions acquire new customers and members for checking, savings, mortgages, loans and other financial products. Predictive Model Lists — predictive prospect audiences identify the consumers most likely to convert, Online Intent Leads — in-market prospect leads identify people actively researching relevant financial products, and New Mover audiences help financial institutions reach households establishing new banking relationships.
Visitor Connect® — website visitor identification turns anonymous rate-shoppers and application starts into reachable prospects, and the Multi-Location Tool — prospect-to-location matching assigns each prospect to the nearest branch for localized direct marketing campaigns.
5 Ways to Find More Conversion-Ready Prospects
Use one solution — or combine them to build a stronger audience for each campaign.
Predictive Model Lists
Find WHO is most likely to convert
Use your best customers or past converters to build a custom model and identify new prospects most likely to convert.
Best for
New customers • Checking • Deposits • Loans
Online Intent Leads
Find WHEN people are in-market
Reach consumers actively researching financial products online — including mortgages, home equity, auto financing and other banking needs.
Best for
Mortgage • HELOC • Auto • Personal loans
Website Visitor Leads
Identify people already interested in YOU
Turn anonymous website traffic into actionable prospect audiences. Prioritize visitors based on the banking pages and products that matter most.
Best for
Checking • Savings • Mortgage • Loans
New Mover Audiences
Be FIRST to welcome new residents
Reach households shortly after they move into your market — when they may be reconsidering their bank and other local relationships.
Best for
New checking • New members • Deposits
Branch / Drive-Time Personalization
Make every offer LOCAL
Assign each prospect to the nearest branch by drive time or distance and personalize outreach with the most convenient location.
Best for
Direct mail • New movers • Branch traffic
The Right Audience for Every Banking Product
Match the acquisition objective to the strongest available conversion signals.
| Goal | Predictive | OnlineIntent | WebsiteVisitors | NewMovers | DriveTime |
|---|---|---|---|---|---|
| New Customers / Members | |||||
| Checking Accounts | |||||
| Savings / Deposits | |||||
| Mortgage | |||||
| HELOC / Home Equity | |||||
| Auto Loans | |||||
| Personal Loans |
Go Beyond Demographics
Age + Income + Homeowner + Geography are useful — but incomplete.
Build a Conversion-Ready Audience™ around stronger signals of conversion.
Most Likely to Convert
Predictive Models
In-Market / Ready to Buy
Online Intent Leads
Already Interested in What You Offer
Website Visitor Leads
New to Your Market
New Movers
Close to a Branch
Location / Drive Time
Better Audiences. Better Results.™
Example: Build a Better HELOC Audience
Use one or more predictive or intent signals to create a Conversion-Ready Audience™ for any product.
Homeowner
In lending footprint
+ Intent
Researching HELOC / home equity
+ Predictive
Likely borrower
+ Website
Visited relevant home-equity pages
Output
Conversion-Ready Audience™
Turn Every Branch Into a Local Acquisition Market
Combine New Movers + Nearest Branch + Drive Time for highly relevant local outreach.
Target by:
ZIP Code • Radius • Market Area
Distance • Actual Drive Time
Personalize every record with:
- ✓Nearest branch name
- ✓Distance from home
- ✓Drive time to branch
- ✓Branch-specific offer or creative
“Your nearest branch is just 8 minutes away.”
Better Audiences. Better Results.™
Build every audience around your campaign requirements — and reduce wasted outreach.
Your geography
Branch markets, ZIPs, states or custom territories
Your product
Checking, deposits, mortgage, HELOC, auto and more
Your best customers
Predictive models based on actual converters
Your timing
Online intent, website behavior and new mover signals
Your channels
Direct mail, email and digital activation
Your suppression
Exclude customers or other populations as needed