Embedded Files
Letter/Email 1: Initial Introduction
Subject: Unlock New Opportunities for Your Checking Accounts
Dear [Prospect's Name],
I hope you are doing well. I am writing today to introduce you to our partner company Econocheck, a trusted name in the financial industry for half a century, with thousands of clients nationwide. You may have heard of Econocheck. Having been in business for over 50 years they are well known for delivering quality and value. Now, Allied Solutions and Econocheck have teamed up to provide an innovative Checking Account Enhancement Solution that provides incredible benefits.
Create Differentiation for Your Checking Account Line Up: Stand out from the competition with a suite of valuable services that your customers will love, such as cell phone protection, identity theft monitoring, integrated credit scores, no-copay telehealth services, cash discounts for everyday items, and more.
Increase Non-Interest Income: Monetize checking accounts more effectively while maintaining market share and earn $0.50 to $1.00 or more in additional non-interest income per checking account. We can show you how we have done the same for hundreds of [banks/credit unions] like yours.
Improve Customer Retention: Keep your checking account customers by offering an improved value proposition with our line-up of real-world benefits for account holders, delivered by tech-savvy solutions.
Fight Against Online Fin-Techs and other Disruptors: Stay ahead of new competitors for checking account customers, blending modern innovation and traditional stability for an unbeatable banking experience.
To kickstart our partnership, we are delighted to offer you a complimentary analysis of your checking account portfolio, conducted by Econocheck. This analysis will provide you with essential insights into your portfolio's profitability, including balances, service fees, NSF charges, and product retention. Additionally, it will offer a comparison to industry averages, giving you a benchmark for superior performance.
As we celebrate this milestone, we believe that our collective expertise can bring tremendous value to your institution. We can discuss this program in more detail during a brief online demo where we can show you how other financial institutions have leveraged new benefits and technology to elevate their checking portfolios. Please let me know a good time when you have 20 to 30 minutes in your schedule. I promise it will be worth your time.
Warm regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
Letter/Email 2: Offer DataForce Consulting
Subject: Elevate Your Checking Portfolio with DataForce® Insights
Hello [Client's Name],
I hope you're doing well. I have exciting news that I believe can significantly benefit your [bank/credit union]. It's called DataForce®, and it's a game-changing consulting engagement that can truly transform how you position your checking line-up and its resulting profitability. Allied Solutions is offering this engagement at zero-cost and no obligation to you.
So, what exactly does DataForce® do? Well, it delves deep into your existing checking base, uncovering the hidden gems that can boost your profitability. We analyze various aspects of your checking portfolio, such as balances, service fees, NSF charges, and product retention. This in-depth analysis sets a rock-solid foundation for understanding your portfolio's profitability.
But we don't stop at the surface. DataForce® harnesses data from both opened and closed accounts, providing you with invaluable insights into your past performance and helping predict future gain/loss trends. We also compare your performance against industry averages, giving you a clear benchmark to gauge your success.
Now, here's the exciting part - DataForce® doesn't just diagnose the issues; it also prescribes the solutions. We offer financial projections for the evolution of your retail checking product lineup and pricing strategies. With DataForce®, you'll gain real-world confidence to identify the options that best serve your organization.
Why are we offering DataForce at no cost? Because we believe that, even in the best performing programs, there is always room for improvement. If we are sitting on the sidelines we may miss the opportunity to be part of the solution. That’s why we want to be there with you, in the game, ready to be part of your next great strategy for the future.
I would like to schedule 20 to 30 minutes to discuss this process with you and show you a demo of real-world results of DataForce recommendations for actual clients that have greatly improved their market share, account retention and their bottom line. Looking forward to our conversation.
Best regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
Letter/Email 3: Highlighting Differentiation
Subject: Stand Out in a Crowded Market
Dear [Prospect's Name],
In today's competitive financial landscape, differentiation is key. That's why so many financial institutions are choosing now as the time to revamp their checking account line up to compete more effectively with local and national financial institutions, online fintech companies, and the credit bureaus themselves. You can’t afford to wait to make a plan to upgrade your checking account value proposition, or you may fall behind. Luckily, we have a turn-key solution for Checking Account Enhancement Program.
Allied Solutions has teamed up with Econocheck, who has recently celebrated its 50th anniversary, serving thousands of clients nationwide. Their wealth of experience has made them a trusted name in the industry, and their dedication to being the best means they have a multi-million dollar technology platform to compete with all of the tech savvy competitors.
Our program offers a range of benefits that will not only differentiate your institution but also provide your customers with unmatched value. From mobile phone protection to no-cost telehealth services, our program meets the diverse needs of modern banking.
As a first step, we're pleased to offer you a complimentary analysis of your checking account portfolio, conducted by Econocheck. This analysis will not only cover balances, service fees, NSF charges, and product retention but also provide financial projections for the evolution of your retail checking product lineup and pricing strategies.
I would like to invite you to a short 20 to 30 minute online demo to show you how we have helped other actual clients stand out in a crowded market and improve their bottom line at the same time. I will follow up to check your schedule to find a time that is convenient for you.
Best regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
Letter/Email 4: Profitability Enhancement
Subject: Boost Your Non-Interest Income
Dear [Prospect's Name],
I hope this message finds you well. I wanted to share an exciting opportunity that can significantly improve your institution's bottom line, courtesy of our trusted partner, Econocheck.
As you explore ways to enhance your checking account offerings, we understand that profitability is a top priority. Our Checking Account Enhancement Program is tailored to boost non-interest income generated from your checking accounts. With features such as mobile phone protection, identity security, and cash discounts, our program offers a unique and profitable addition to your banking services.
To get started, we're offering you a complimentary analysis of your checking account portfolio, conducted by Econocheck. This comprehensive analysis will not only cover balances, service fees, NSF charges, and product retention but also provide financial projections for the evolution of your retail checking product lineup and pricing strategies.
I would like to schedule a brief demo where we can show you how other clients have taken advantage of this program to grow their market share, improve retention and significantly increase their bottom line. I will be in touch shortly to find a time that works for you.
Warm regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
Letter/Email 5: Customer Retention
Subject: Elevate Customer Retention
Dear [Prospect's Name],
In today's competitive banking industry, retaining customers is critical to maintaining and growing your market share. New competitors are vying for your checking account customers daily with promises of greater benefits and sexy new technology platforms. That's why I'm reaching out to schedule a time when I can share a demo of our Checking Account Enhancement Program, developed in partnership with Econocheck.
Our program not only enhances your checking account offerings but also strengthens customer retention through an improved value proposition. From mobile phone protection to no-cost telehealth services, and many more our program offers benefits that will resonate with your customers.
With Econocheck celebrating its 50th anniversary, we have a wealth of industry experience to draw upon to help your institution compete more effectively. They have served thousands of financial institution clients nationwide for five decades with integrity, and their commitment to innovation is unwavering.
As a first step, we're pleased to offer you a complimentary analysis of your checking account portfolio, conducted by Econocheck. This analysis will provide you with insights into balances, service fees, NSF charges, product retention, and financial projections for the evolution of your retail checking product lineup and pricing strategies. This valuable information is yours with absolutely no obligation.
There are many options to customize a solution to fit your institution’s goals. I would like to invite you to a short demo where we can show you how our other clients have utilized this program and the actual results that they have seen. I will call your office to schedule a quick 20 to 30 minute time slot.
Best regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
Letter/Email 6: Technology Integration
Subject: Seamless Integration for Enhanced Services
Dear [Prospect's Name],
As you explore ways to enhance your checking account offerings, I want to highlight the seamless integration options as well as white-labeled and stand-alone options our Checking Account Enhancement Program provides, delivered in partnership with Econocheck.
With Econocheck celebrating its 50th anniversary, their deep understanding of the financial industry is unmatched. They provide the most comprehensive list of enhancement benefits and deployment options on a fully customizable basis so you can deliver a program that fits the needs and goals of your institution. Benefits range from traditional credit reports, scores and monitoring, identity protection and dark web alerts to new, popular benefits such as cell phone protection, zero-copay telehealth access, cash discounts on purchases, and more. You can have a solution that delivers the benefits that resonate with your account holders.
Our Checking Account Enhancement Program is designed to offer state-of-the-art technology platforms that ensure your customers can access enhanced services effortlessly. From an easy-to-use mobile app to online web portals, our program leverages Econocheck's five decades of experience and multi-million dollar technology platforms to provide a seamless experience.
To get started, we're offering you a complimentary analysis of your checking account portfolio, conducted by Econocheck. This analysis will provide you with insights into balances, service fees, NSF charges, product retention, and financial projections for the evolution of your retail checking product lineup and pricing strategies.
I will follow up on the next few days to schedule a time when we might do a quick 20 to 30 minute demo. In this session we will show you actual clients that have implemented this program and their results. I look forward to talking with you.
Best regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
Letter/Email 7: Seamless API Integration for Real-Time Credit Score Access
Subject: Elevate Your Online Banking Experience with Real-Time Credit Scores
Dear [Prospect's Name],
In our ongoing quest to enhance your institution's services, I'm excited to introduce you to a cutting-edge feature that can elevate your online banking experience. We understand the importance of offering added value to your account holders, and this innovation could be a game-changer.
Imagine providing your account holders with real-time access to their credit scores whenever they log in to their online banking accounts. It's not just a vision; it's a reality we can bring to life through seamless API integration.
At Allied Solutions and our trusted partner Econocheck, we're committed to staying at the forefront of the financial industry, especially as we celebrate Econocheck's remarkable 50th anniversary. With their extensive experience and our innovative approach, we have the perfect combination to make this vision a reality for your institution.
As part of our ongoing partnership, we're pleased to offer you a complimentary analysis of your checking account portfolio, conducted by Econocheck. This analysis will cover balances, service fees, NSF charges, product retention, and financial projections, including our innovative feature for displaying real-time credit scores.
I would like to schedule a short online demo of this seamless API integration and how it has transformed the online banking experience of actual clients who have implemented our Checking Account Enhancement Program. I will follow up to check your schedule for a time that is convenient for you.
The time is now for planning for the future competitive landscape in banking. I appreciate your trust in us over the years. I am confident this is another way that we can continue to earn your trust in the future.
Best regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
Letter/Email 8: Embrace the Future of Checking with Time-Tested Stability
Subject: Combining Tradition and Innovation for the Ultimate Checking Experience
Dear [Prospect's Name],
In the ever-evolving world of finance, we recognize the allure of the new, the innovative, and the technology-driven. Companies offering "sexy" alternatives to traditional banking have certainly captured the spotlight with their enticing promises. But what if I told you that you could retain the benefits of traditional checking while embracing all the market attraction and retention advantages of these innovative alternatives?
Today, consumers have more choices than ever when it comes to managing their finances. Online companies and fintech startups promise convenience, slick interfaces, and the latest tech-savvy solutions.
At Allied Solutions, we understand the need to compete with the allure of alternative checking options. That's why we've partnered with Econocheck, celebrating its 50th anniversary, to bring you the best of both worlds. With our Checking Account Enhancement Program, you can offer your account holders the latest innovations and technology while retaining the stability and reputation of a trusted financial institution.
As part of our partnership, we're pleased to offer you a complimentary analysis of your checking account portfolio, conducted by Econocheck. This analysis will cover balances, service fees, NSF charges, product retention, and financial projections. It will provide you with the insights you need to confidently provide the benefits of a traditional checking experience enhanced by modern market attraction and retention strategies.
I would like to schedule a brief online demo where we can show you how we have helped to create a dynamic checking experience that combines the best of both worlds with other clients, and the actual real-world results. I will follow up with a call to schedule a brief 20-30 minute time slot at your convenience.
Warm regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
Letter/Email 9: Personalization Subject: Customized Checking Enhancements
Dear [Prospect's Name],
At Allied Solutions, we understand that one size doesn't fit all. That's why our Checking Account Enhancement Program, brought to you in partnership with Econocheck, is designed with customization in mind.
With Econocheck celebrating its 50th anniversary, their deep understanding of the financial industry is unmatched. They provide the most comprehensive list of enhancement benefits and deployment options on a fully customizable basis so you can deliver a program that fits the needs and goals of your institution. Benefits range from traditional credit reports, scores and monitoring, identity protection and dark web alerts to new, popular benefits such as cell phone protection, zero-copay telehealth access, cash discounts on purchases, and more. You can have a solution that delivers the benefits that resonate with your account holders.
We're excited to offer you a complimentary analysis of your checking account portfolio as the first step. This analysis will include a detailed report on your portfolio's current profitability performance and a projection of additional income achievable by implementing our program. This service is provided at no cost to you.
There are many options to customize a solution to fit your institution’s goals. I would like to invite you to a short demo where we can show you how our other clients have utilized this program and the actual results that they have seen. I will call your office to schedule a quick 20 to 30 minute time slot.
Best regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
Letter/Email 10: Follow-Up Subject: Revisiting Our Opportunity
Dear [Prospect's Name],
I hope this message finds you well. I wanted to follow up on the exciting opportunity we shared regarding our Checking Account Enhancement Program in partnership with Econocheck.
As a first step, we're pleased to offer you a complimentary analysis of your checking account portfolio. This analysis will include a detailed report on your portfolio's current profitability performance and a projection of additional income achievable by implementing our program. This service is provided at no cost to you and there is no obligation.
We believe that our program has the potential to make a significant impact on your checking account offerings and profitability. Have you had a chance to consider this opportunity further? If so, we'd love to schedule a brief online presentation to address any questions and explore the possibilities. Please let us know your availability, and we'll coordinate a suitable time for the presentation.
Thank you for your time, and we look forward to the opportunity to connect.
Warm regards,
[Your Name] [Your Title] [Your Company] [Your Contact Information]
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