Targeting Made Easy!

Financial institutions thrive on cross selling products to existing households. But with limited resources and unlimited initiatives, managers need every possible advantage. That’s why RFG developed iSERVICE!

iSERVICE is fully integrated with the CEO Strategies Group, giving you the ability to implement tactics derived from the CEO Strategies analysis. Simply put, you pick the campaign and RFG will run a pre-defined serialized mailing campaign using the iMATRIX and iLIST software solutions. RFG will generate the lists, track the promotion and measure the responses. The institution will be responsible for developing creative and sending the promotion. 

No matter which MCIF system you have, iSERVICE is designed to let you implement many of the profit segmentation tactics from the CEO Strategies Group. You can now target your key profit segments and fully utilize the RFG Profit Segmentation scheme using a multi-dimensional promotional campaign. Based on this segmentation model, your institution will now be able to create profitable household relationships by cross selling the right financial services to the right prospects at the right time.

iSERVICE is designed to provide your institution with the rewards of a fully automated serialized campaign management and list management system that is completely 
maintained and operated by a staff of RFG marketing professionals. 

RFG can help your institution by not only bringing in more potential households, but also help you make your existing households more profitable. iSERVICE is a unique 
partnership that will prove to be a great asset for your institution.

• Improve Household Profitability — RFG will use profit segmentation to improve household profitability in the areas you need it most. 

• Affordability — Expense conscious managers can appreciate the fact that your institution can benefit from matrix mailing and list management systems without purchasing the software.

• Practicality — The benefits of serialized mailing campaigns are realized without needing to hire or train employees. You can rely on RFG to prepare campaigns, analyze results, and much more! 

• Knowledge Base — You will have RFG’s experienced marketing professionals running the campaigns for you. 

• Simplicity — RFG will maintain and update your campaigns, so you can spend time on other projects. With iSERVICE, the institution will not have to purchase computer hardware or train employees to use a new software application.

Take advantage of the many iSERVICE campaigns that are available to you:

• Loan Generation - Build up loans among current households.

• Loan Activation - Reactivate dormant loan accounts.

• Household Acquisition - Target prospects for financial products.

• New Household Cross-Sell - Accelerate the profitability of your new households.

• 18 Month Auto - Get your households' NEXT auto loan

• Next Best Cross Sale - Target the right product to the right client at the right time.

• Profit 15 Matrix - Systematically target households based on their profit segmentation