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DataFlex Matrix Campaigns

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Matrix campaigns are highly targeted pre-determined series of direct mail pieces, e-mail messages and/or outbound phone calls designed to cross-sell products and services.

Each offer is personalized; based on individual account holder relationships, demographics, and other criteria unique to each institution.

About LKCS:
LKCS provides financial institutions with marketing, graphic design, commercial printing, mailing, internet development, e-marketing, newsletter production, database and one-to-one marketing, statement processing, e-statements and transpromotional marketing services. Our clients have counted on us for unrivaled experience, excellent quality, competitive pricing and superior service for over four decades.

LKCS – We do that.

Published in: Economy & Finance, Business
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DataFlex Matrix Campaigns

  1. 1. New Account Holder LKCS can identify zip codes close to your facilities as needed. Lives Close to Branch? No Yes Welcome, E-Services, HasSurcharge FREE Checking ATMs Account? No Yes Welcome and Welcome and CD/ Rewards Checking Money Market Letter Letter Could filter on age, 18-45 years income, current total old?; deposit balance, current Possibly an checking balance. alternate higher interest checking letter for older customers Has Auto Auto Loan Letter Loan? No Credit scores over 650 Yes Balance Transfer Has Credit Credit Card Letter Offer Letter Yes Card? No Credit scores over 650 Yes Has Home Loan Letter Mortgage or No HELOC? Credit scores over 680 Yes Has Lives Close to Branch? Yes Checking Account? No Yes No Platinum Checking Account 2nd End of Matrix Chance Letter
  2. 2. New Account Holder Age 15-20 Age 21-45 Age 45+ Has Has Has Checking Checking Checking Account? Account? Account? No No No Welcome and Welcome and Welcome andYes Checking Letter Yes Checking Letter Yes Checking Letter No No No Has Auto Has Auto Has CD or Loan? Loan? MMA? No No No CD/MMA and Auto Loan Letter Auto Loan Letter Investment LetterYes Yes Yes No No No Has Credit Has Has Card? Mortgage? HELOC? No No Yes No Credit Card Letter Mortgage Letter Less than 3 HELOC Letter Years Old? Yes No End of Matrix End of Matrix End of Matrix HELOC Letter
  3. 3. New Indirect Lending Account Holder Welcome/Our Difference/More than just Auto Loans Convenience/ Locations/Online Services/Direct Deposit Visa/Balance Has Credit Card? No Transfer Letter Yes Could filter on age (overage 25?), home ownership, Has Home Home Loan Letter available equity, credit Loan? No score, etc. Yes Checking Options Has Checking? No Letter End of Matrix
  4. 4. Single Service Account Holder LKCS can identify zip codes close to your facilities as needed. Lives Close to Branch? Yes No Rewards Checking Letter Opens CD/Money MarketEnd of Matrix Yes Another No Letter Account? Opens Auto Loan Letter Loans denied last 12-18End of Matrix Yes Another No months? Credit Score Account? over 650? Credit Card/ Opens Balance Transfer Loans denied last 12-18End of Matrix Yes Another No Letter months? Credit score Account? over 650? Opens Home Loan Letter Loans denied last 12-18End of Matrix Yes Another No months? Credit Score Account? over 680? End of Matrix
  5. 5. New Merger/ Acquisition Account Holders Welcome/ Business as Usual/New Services Has Home Mortgage Letter Loan? No Yes Deposit Money Market/CD Has Checking? No Balance over Yes Letter $5,000? No Yes ElectronicChecking Options Services (home Letter banking, bill pay, direct deposit, etc.) General Lending/ VISA Balance Transfer Relatives/Referrals End of Matrix
  6. 6. New Merger/ Acquisition Account Holders Welcome/ Business as Usual/New Services Has Home Mortgage Letter Loan? No Yes Deposit Money Market/CD Has Checking? No Balance over Yes Letter $5,000? No Yes ElectronicChecking Options Services (home Letter banking, bill pay, direct deposit, etc.) General Lending/ VISA Balance Transfer Relatives/Referrals End of Matrix

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