1.  Initial Introduction Econocheck as a Partner Script: 

“We've recently celebrated a milestone with our partner, Econocheck, who has been serving the financial industry for 50 years. Their enduring strength and growth in the industry is a testament to their commitment to quality. That’s why I am excited to tell you about the Checking Account Enhancement Programs that our two companies are bringing to the market. We understand the competitive landscape in the financial industry, and we've designed a program that can help you differentiate, increase profitability, and boost customer retention. 

Our Checking Account Enhancement Program is tailored to provide a selection of a wide range of valuable benefits for your customers, creating both lifestyle and financial value. These benefits include mobile phone protection, no-cost telehealth services, identity security, cash discounts on everyday purchases, roadside assistance, and much more. I will send you more information and follow up to see what might be a good time to schedule a brief presentation on how these solutions can enhance the success at [Name of Institution].”

2.  Highlighting Differentiation Script: 

“In today's competitive financial landscape, differentiation is essential. I'm reaching out to introduce you to our Checking Account Enhancement Program, powered by our partner, Econocheck, who recently celebrated their 50th anniversary. With their vast experience, we're confident we can help you stand out from the competition. When do you think you might set aside 20 to 30 minutes to hear more about how our program can set you apart while retaining the advantages and the trust that you have built into your current checking account portfolio?”

3.   Offering Dataforce Engagement Script: 

“I am excited to introduce you to Econocheck and our groundbreaking consulting engagement, DataForce®. It's an opportunity that can revolutionize your banking operation, and the best part is, it's absolutely free with no obligations. DataForce® delves deep into your checking base, uncovering strategies to boost profitability. We analyze various aspects, like balances, fees, NSF charges, and product retention, allowing you to set a solid profitability baseline. We go further by utilizing data from opened and closed accounts, providing insights into past performance and future trends. We even benchmark your performance against industry averages. Plus, we offer financial projections for your checking product lineup. Ready to unlock your checking portfolio's potential? Let's chat about how DataForce® can transform your organization.”

4.   Profitability Enhancement Script: 

“Boosting non-interest income is a top priority for financial institutions. We offer a unique solution through our Checking Account Enhancement Program, in partnership with Econocheck, who has 50 years of industry experience. Their expertise positions us to help you significantly increase profitability. In fact, we will perform a full scale analysis of your current checking account portfolio performance and deliver the results to you at no cost, just so our experts can have a meaningful discussion with you and provide you with real ROI projections, not just averages or supposition. What day next week might work for you to spend just 20 to 30 minutes hearing more about this program and how it can add to your bottom line significantly?”

5.   Customer Retention Script: 

“Good [morning/afternoon], [Prospect's Name]. In today's competitive banking industry, retaining customers is as important as acquiring new ones. It seems that every day we see another disruptor from outside the banking industry offering checking account services, luring customers with sexy technology interfaces and additional benefits. We can help. Allied Solutions has an exciting program through our partnership with Econocheck that offers an unbelievable opportunity to enhance your current checking account line-up so you can protect your institution from competitors and provide higher value in your checking relationships to gain new market share. And we can show you how you can do this without negatively impacting your bottom line. In fact, your non-interest income can grow significantly. It is worth 30 minutes of your time to see how this program can protect your current account holders from competitive pirates. Are you available next week for an online presentation with our partner representative who can provide a detailed demo for you?”

6.   Technology Integration Script: 

“Seamless access to online services is key in today's tech-driven world. Our Checking Account Enhancement Program, powered by Econocheck, offers options for delivering online services that range from fully integrated to stand-alone. Each of our solutions provides state-of-the-art technology platforms including API and SSO. These platforms ensure your customers can access our services effortlessly. All integration efforts are evaluated based on your desires and your resources. When would you be available to hear more about how this program might work in concert with your goals?”

7.   Personalization Script: 

“We understand that one size doesn't fit all. Our Checking Account Enhancement Program, in partnership with Econocheck, can be tailored to your institution's specific needs and goals. You can choose from a wide range of valuable benefits for your customers, creating both lifestyle and financial value. These benefits include mobile phone protection, no-cost telehealth services, identity security, cash discounts on everyday purchases, roadside assistance, and much, much more. I would like to set up a time when we can show you more about how we can create a customized program that perfectly aligns with your vision. When would you be available for 20 to 30 minutes to talk further?”

8.   Real-Time Credit Score Access Script: 

“Imagine offering your account holders real-time access to their credit scores when they log in to their online banking. It's not just a vision; it's a reality we can bring to life through seamless API integration. With Econocheck's 50 years of experience, we're confident we can transform your online banking experience. We would like to show you a brief demo of other financial institutions that we have worked with and demonstrate how your institution can have a customized program to fit your market and your personality. Would next Tuesday or Thursday work for you. I only need about 30 minutes.” 

9.   Time-Tested Stability Script: 

“In today's dynamic financial world, market stability is essential. Our partner, Econocheck, recently celebrated 50 years of serving clients nationwide showcasing their unwavering reputation for quality. Our two companies have partnered on a Checking Account Enhancement Program that provides new technology and lifestyle benefits to attract new account holders while protecting your current checking account base from erosion. This program offers a unique blend of protecting tradition while providing exciting new innovations.”

10.   Technology-Enhanced Stability Script: 

“In today's fast-paced financial world, stability and advanced technology go hand in hand. Our partner in developing Checking Account Enhancement Programs, Econocheck, recently celebrated 50 years of serving clients nationwide, all while embracing cutting-edge tech solutions. With our Checking Account Enhancement Program you can harness their technological prowess while maintaining rock-solid stability. It's the perfect fusion of tradition and innovation. We would like to show you a quick demo demonstrating how we have helped other financial institutions like yours harness new tech-savvy benefits for their checking accounts to set themselves apart from their financial competitors as well as other non-financial companies that are coming for your account holders. Can you let me know a couple of times next week that you could be free for about 20 to 30 minutes for a quick online discussion?”