alex perez bankrate ppp

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What is Bankrate? The go-to personal finance website that empowers, educates and helps consumers navigate through every stage of their financial journey. Mortgages | Banking | Credit Cards | Insurance | Auto | Investments | Retirement Financial Planning Rates Table Advertising Program

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Page 1: Alex Perez Bankrate PPP

What is Bankrate?The go-to personal finance website that empowers, educates and helps consumers navigate through every stage of their financial journey.

Mortgages | Banking | Credit Cards | Insurance | Auto | Investments | Retirement | Financial Planning

Rates Table Advertising Program

Page 2: Alex Perez Bankrate PPP

• Qualified Consumers: There is no better quality lead than consumers who are in the process of rate shopping.

• Geo-Targeted: Reach the right consumers, in the right markets. Bankrate covers over 650 markets in all 50 states.

• Interactivity: With a hyperlink on Bankrate’s tables, millions of in-market consumers will have direct and immediate access to you.

Why Advertise on Bankrate’s Rate Tables?Bankrate is the premier publisher for up-to-date, unbiased rate information. Every day, hour, minute our in-market consumer turns to Bankrate desktop, tablet and mobile for the rate info they need on mortgages and bank products. Bankrate's rate tables offer you an unprecedented opportunity to get in front of a ready-to-act, educated consumer.

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Page 3: Alex Perez Bankrate PPP

Benefits of Advertising on Bankrate’s Rate Tables

1. Cost-effective method for reaching millions of in-market prospects every month.

2. Our cost per click/call rate table model creates an environment where the playing field is equal and equitable for all advertisers – big or small.

3. Advertisers have control and flexibility to manage their marketing dollars on Bankrate.

4. Geo-targeting available to help you reach only the audience you’re looking for.

5. No set-up fees or time commitments!

6. Access to one of the most highly-targeted consumer groups on the Internet – the Bankrate audience.

7. A turnkey solution with superior quality control.

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Page 4: Alex Perez Bankrate PPP

66%

Being Financially Engaged is a State of Mind

04/15/2023 Source: Adobe SiteCatalyst monthly averages, 2014.4

13.5MM

Monthly Unique Visitors

Bankrate.com

traffic comes in to read a story

81.9MM Monthly Page Views

On average

WHENdo consumers

turn to us

Consumers turn to Bankrate when they need advice and practical tools to help make important financial decisions

Page 5: Alex Perez Bankrate PPP

37

46%with HHI over $75k

28% with portfolio over $100k

Savvy, Discerning, Independent Unduplicated Consumers

50AverageAge

777Average

FICO

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50%Female

Source: Nielson @Plan Q3 2014, comScore 2014.

WHOare our

consumers

% of Bankrate visitors who also visit…

Zillow 28%

Yahoo! Finance 24%

WSJ 15%

Page 6: Alex Perez Bankrate PPP

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Partner Sites and Distribution

Dominance Where It CountsThe personal finance authority industry and consumer influencers turn to

WHATis Bankrate

640+

100+ online syndication

400+ national & local

newspaper partners

57k+ media mentions a day monthly mentions on

social networks/blogs

Page 7: Alex Perez Bankrate PPP

In-Market Display and Industry Leading Rate Tables

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Desktop

Mobile

Email

Social Media

Tablet

WHEREare opportunities on

our site

Page 8: Alex Perez Bankrate PPP

The Savvy Lender’s Guide to Bankrate

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The top 10 best practices of Bankrate rate tables lenders

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Contact prospects promptly Why? In today's information age, consumers expect quick answers. When you respond quickly you reduce the chances of them going to a competitor. 

Have a short, concise lead form that captures essential contact information 

Why? Funnels that are lengthy and difficult to navigate lead to high abandonment rates. Capture enough information to contact the prospect quickly. Once they are interested, you can ask them to complete the full funnel. 

Have a mobile-optimized landing page and lead form

Why? 7% of home purchasers and 13% of refinancers applied on a mobile device in 2014. In addition, lenders who have converted to an easy-to-use, mobile-optimized lead form have seen conversions increase as much as 40% and CPL decrease as much as 25%.

Keep your rates current, low and across multiple products

Why? Consumers want accurate information and will naturally be drawn to the lowest rate for the product they are looking for.

Create a clear call-to-action Why? You've gotten their attention on Bankrate, so ensure prospects are captured with a clear phone number, email, or link to your lead form/application.

Display testimonials and reviews Why? Peer feedback is now part of every purchase decision, especially in financial. 68% of US internet users are likely to use an online rating/review to help decide on a financial services provider.

Be consistent, professional, honest and credible 

Why? Seven years after the financial crisis, trust in mortgage lenders continues to wane; 57% of Americans report a decline in trust over the last few years.

Make sure your rates and messaging are consistent across all channels both offline and online  

Why? Consumers are jumping from offline to online pending their location, needs and timing. For instance, of the 54% of mortgage consumers that started researching lenders online, 40% closed online and 55% closed offline. 

Invest in customer service Why? Being accessible and responsive to your prospects and clients increases trust and loyalty. 

Create a seamless user experience for Bankrate prospects

Why? When lenders welcome Bankrate consumers or add an "as seen on Bankrate" logo, it creates continuity and trust with the consumer. 

Page 9: Alex Perez Bankrate PPP

Manage your account in the

Advertiser Portal

• Billing Set Up: Easily fund your advertising campaign by credit card or direct bill.

• Update Rates: Choose the most convenient method for entering/uploading your rates and comments into the system.

• Manage Campaigns: Budgeting made easy! Allocate daily funds by product and state. Manage account status and individual campaigns.

• Get Reports: Monitor your click performance by product and state, generate reports as brief or detailed as you want.

Rate TableProgram PortalAlways at your fingertips!

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Page 10: Alex Perez Bankrate PPP

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Placement of a Bankrate pixel on your desktop and mobile ads and landing pages

Benefits:• Click & conversion reporting

by region, product and day

• Display campaign optimization to conversions

WHEREare opportunities

on our site

Enhance Your MetricsEngagement ReportsYour success is important to Bankrate. To help enhance your metrics and understand how

your media is working, Bankrate will partner with you to provide reporting on your rate table

and display ads.

Requirements:

Page 11: Alex Perez Bankrate PPP

Rates Entry

Bankrate’s Online/Automated Data Entry Systems (ODES/ADES) allows you to:

• Enter and update your rates manually or by uploading an Excel or XML file.

• Easily make changes to your company profile.

• Add and/or delete products (i.e. 30-yr fixed mortgage, 15-yr refi, etc.) as needed.

Updates are published eight times each weekday.

Customer Service is available by phone, email and LiveChat. Monday – Friday from 8:30am to 5:30pm Eastern Time.

Update rates at your

convenience

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Page 12: Alex Perez Bankrate PPP

P: 561-630-2400 ext 11301E: [email protected]

For more information call Alex Perez, Consultant

Trusted Advisorto help navigate every stage of financial decisions

Lead Generationthat is the industry gold standard

Superior Results+ =