How a Mid-Size Bank Achieved 267% ROI with one campaign

A data-backed campaign that turned struggling acquisition efforts into a profitable, measurable success story.

The Problem

A mid-size bank faced two main challenges:

  1. They were struggling to grow new checking accounts.
  2. Past direct marketing efforts had low open rates and negative returns.

The Problem

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A mid-size bank faced two main challenges:

  1. They were struggling to grow new checking accounts.
  2. Past direct marketing efforts had low open rates and negative returns.

The Solution

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We implemented a turnkey program that leveraged the bank’s customer and market data to identify high-opportunity households and build a campaign strategy using:

  1. Smart segmentation analysis to target only the most relevant prospects
  2. Precise geographic targeting to avoid waste
  3. A cadence of repetitive timed mailings for higher visibility
  4. In-depth response tracking and reporting

The Results

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$2.1M

New checking account deposits

$5.7M

Total new deposits across products

267%

ROI in just the first year

365%

Lift compared to the control group

$85

Acquisition cost per new checking account

What is CheckingIQ?

CheckingIQ is a comprehensive, turnkey program that leverages business intelligence and omni-channel marketing to efficiently acquire new customers and deepen existing relationships. The program includes:​

  1. Data-driven segmentation analysis
  2. Precise geographic targeting
  3. Repetitive, timed mailing strategies
  4. Real-time performance tracking through interactive dashboards​

Learn about how CheckingIQ can help you meet your acquisition goals.

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Start Small, See the Results. No Contracts.

We know your marketing budget is likely already set—and adding new campaigns mid-year can feel impossible. That is exactly why we offer small, hyper-targeted test campaigns.

‍Reach around 20,000 households with a smart, budget-friendly strategy designed to deliver real results—without disrupting your current plans.

It is a low-risk way to get your feet wet, show early wins, and build momentum when it is time to plan next year’s budget.

No contracts. No pressure. Just proof that smarter segmentation works.

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Discuss what it takes to launch a test campaign.

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How it works