JMFA Direct
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Brand Management and Development
Retail Account Acquisition
Sales and Service Training
Cross Sell Program
Commercial Account Acquisition
Mystery Shopping
 

Commercial Account Acquisition

The Deposit Direct Business program is an effective marketing strategy for gaining new accounts within the small business community. In conjunction with our Performance Training program, we train new business development personnel to develop more relationships. Our professional call center will also generate leads and set up appointments for your new business development team. This is set up with a direct mail campaign designed to enhance brand awareness of your institution throughout your market.

Stellar Strategic Group New Business Development Training
Our experienced trainers work with your representatives on consultative relationship selling, cold calling and needs assessment utilizing investigative questions. We also provide extensive coaching and train on presenting features and benefits. Our goal is to help your institution realize its short and long term goals. Accountabilities are also built into your structure.

Appointment Setting and Lead Generation
Our professional call center can set up appointments for your new business development team. We call as one of your representative’s administrative assistants to outline a purpose for the appointment/meeting and briefly describe why your institution is popular with businesses like theirs. A time for the meeting is then set. This program will generate a critical mass of leads. We can also help you with a contact management database that can be shared throughout your organization as well as with our call center.

Direct Mail
While the primary purpose of the training and lead generation efforts are commercial lending relationships, business checking/free gifts mailings can increase awareness and lead to more appointments and accounts. These mailings can be fulfilled monthly or quarterly.

Effectively Grow Small Business Relationships

Here’s what Deposit Direct Business can do for your institution:

  • Generate leads and increase account openings by 80%–100%

  • Capture business accounts with a lifetime value of $2,000 in today’s dollars

  • Acquire new small business accounts without door-to-door sales efforts

  • Provide comprehensive sales training

  • Generate leads for new business development representatives

 

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