Data-Driven Marketing Facilitated by Powerful Analytics

Baker Hill NextGen® Analytics supplies the core account and relationship profitability data that is then processed using proprietary algorithms to identify target lists of current customers with the propensity and capacity to purchase. We work with you to design the onboarding, cross-sell and retention campaigns that fit within your marketing budget. Baker Hill clients run anywhere from 16 to 40 campaigns per month, with the ability to control the number of targets and the number of times a customer is offered a product each year to control costs.

Matrix Marketing is a methodical, data-driven marketing program directed at your existing customers to improve onboarding, reduce attrition and enhance ongoing cross-sell efforts. Our Matrix Marketing Program applies an additional level of statistical analysis to your Baker Hill NextGen® Analytics data to identify existing customers that have the propensity and capacity to buy your targeted products and services to achieve your overall strategic objectives.

Benefits of Running a Matrix Marketing Program

• Eliminates human bias in target selection

• Facilitates a truly data-driven decision making process

• Creates actionable campaign lists every month based upon the latest account and profitability information

• Establishes the necessary process discipline to achieve your strategic objectives

With Baker Hill’s Matrix Marketing Program financial institutions are able to employ the required marketing discipline to consistently grow targeted deposits and loans through comprehensive onboarding campaigns, timely retention campaigns and targeted multi-channel cross-sell campaigns to customers with the capacity and propensity to buy.

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A DATA-DRIVEN SYSTEMATIC APPROACH TO GROW AND RETAIN TARGETED LOAN AND DEPOSIT PRODUCTS FROM YOUR EXISTING CUSTOMERS AND KEEP YOU INSTITUTION

TOP-OF-MIND.

Matrix Marketing

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Marketing Engine Working Like a Machine

Based upon your specific institution’s strategic objectives and best practices defined over the past 25 years, we develop a 12-month schedule of onboarding, cross-sell and retention campaigns. Campaign lists are generated each month and delivered to your Marketing Department to execute. Campaign lists can also be launched directly to Baker Hill Marketing for execution, taking advantage of our full-service creative and production solutions. With a primary objective of keeping your institution top-of-mind, each campaign is monitored allowing us to adjust selection criteria, marketing collateral and messaging to produce optimal results month after month.

Process Discipline Ensures Marketing Does Not Stop

Our Matrix Marketing Program is designed to run virtually autonomously. Campaign collateral is kept simple and to the point to peak interest at the moment your customers are ready to purchase a targeted product or service. Each month we produce ROI data and target and halo account growth reports for each campaign. We conduct a Matrix Marketing Program Review every 12 to 18 months to review each campaign, add or delete campaigns, and update criteria and volume to ensure you are achieving the best possible results. Every effort is made to ensure each campaign is operating at peak efficiency and generating the month-to-month results you need to meet your strategic and growth objectives.

Baker Hill® is a leading provider of technology solutions for common loan origination, relationship management, business intelligence, and decisioning tools. As the #1 provider of member business lending services, Baker Hill serves 500 financial institutions, including more than 20% of the top 150 U.S. banks and 20% of the top 25 U.S. credit unions