optirate intro

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Affluent & High Net Worth Customer Acquisition Get MORE … For LESS

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Page 1: OptiRate intro

Affluent & High Net Worth Customer Acquisition

Get MORE … For LESS

Page 2: OptiRate intro

New CustomersGet 2.5% More

Page 3: OptiRate intro

Profitable Customers

Get 80%+ More

Page 4: OptiRate intro

Revenue

Get 5% More

Page 5: OptiRate intro

Get 15% More

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Savings in Acquisition

Cost

Get 60%+ More

Page 7: OptiRate intro

Get More- Time to focus on winning- Money to invest in Technology & Staff- Happy Customers- Profits

Page 8: OptiRate intro

Get MORE … For LESS

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How do we do this?

Page 10: OptiRate intro

Unique ApproachWe deliver new Customers … not data. We deliver Affluent Customers who are capable of engaging in a broad Banking relationship

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End to End IntelligenceDemographic Data. Consumer Preferences. Propensity to Engage. We have the data – and we deploy it to make you successful.

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SaaS TechnologySolution delivered via the SaaS model – no impact to your environment. Simple, easy and quick implementation.

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Performance driven Business ModelPay for Performance. Pay only when we deliver new customers based on your instructions.