Progeny Marketing Innovations

In-Depth Support

Your financial institution will receive the full support of Progeny Marketing Innovations to introduce your value-added checking account to the market. The support provided is outlined as follows:

Strategic Consultation, Profitability Review and Research

Strategic Consultation - Progeny Marketing Innovations will conduct a comprehensive Strategy Meeting to outline the implementation, internal and external merchandising program, and product design. This full-day session, involving all retail areas of your institution, ensures the program meets your institution's retail objectives.
Pricing and Profitability Consultation - Pricing the packaged checking account properly is essential to your account's success. Our Marketing Analysis department will provide detailed profit projections and pricing recommendations. Annually, the account executive will complete Performance Reports and Relationship Profit Analyses to confirm the program is meeting your financial goals.
Competitive Analysis - Progeny Marketing Innovations will complete an analysis of your competitors' products and pricing. This will enable you to offer a program that will be attractive in the marketplace.
Implementation Assistance - You have an assigned specialist to guide your program coordinator through the critical planning and startup period. Your account manager keeps your institution and Progeny Marketing Innovations on schedule through your program's kickoff and implementation. We work with you to plan the kickoff, implement sales training and coordinate the design, printing and timely delivery of your program materials.
Strategy and Implementation Manual - This manual includes information on all phases of the account's operation including kickoff, enrollment procedures, answers to many of the day-to-day questions that may arise, and employee training material. Your Operations Manual will provide a comprehensive resource for the ongoing operation of your program and will serve as a valuable guide for your program's success.
White Papers and Guide Books - Research documents are available for your use on a wide variety of topics. See what's available in our Client Resources Library section.
Regular Communication - We'll share success stories with you and pass on the latest and best marketing ideas and techniques discovered by our thousands of client institutions through two quarterly publications. The first is the Strategist, a rundown of current market trends and research to help you improve your overall packaged program, marketing techniques, customer service, and sales culture. You'll also receive FrontLine, designed for your customer service representatives. This bulletin focuses on cross-selling tips, product information and stories and letters we receive from CSRs across the country.
Ongoing Package Design - In future years as your market situation changes, we will provide Business and Profit Reviews to assure that you maintain optimum profitability and marketability. As your financial institution's goals change, we can upgrade and restructure your program to give you the marketing advantages you require.
Continuing Support - We don't stop once your program is in place. After the kickoff, you will receive ongoing operational assistance from your personal client services account manager. In addition, we have a team of account executives working across the country to help with the training and other on-site assistance.

High Quality Enhancements and Their Fulfillment

Choice of Enhancements - We provide over 30 different value-added services from which you can choose to design your package. Each benefit delivers savings, security, or convenience to your members, ensuring that the program is attractive to customers.
Administration of Your Program Benefits - All member benefits are turnkey which relieves you of development and support time. Member benefit fulfillment is provided by mail, toll-free telephone or online independent of or linked to your Web site.
Quality Assurance Department - The quality assurance department is staffed with professional member service representatives trained to respond with speed, accuracy, and friendliness to ensure members' satisfaction with the program benefits. The member service representatives are available via toll-free telephone each business day. Member Service Performance Standards for each individual benefit are monitored by "mystery shopping" calls and a system of member comment postcards.
Fulfillment Kits for Your Members - These kits contain the supplies and information necessary for your new accounts representatives to initiate a package membership and are a valuable tool for one-on-one sales presentations. We will automatically produce a generous supply of fulfillment kits and deliver them to your institution.

Comprehensive Marketing Support

Employee Training - At your request, a Progeny Marketing Innovations representative will conduct on-site employee meetings compatible with your current training procedures. Training materials will be provided, with special items for tellers and branch managers. No cost training on product, sales, and how to effectively use the package to increase the cross-selling of your institution's services is provided for the life of your program. We focus on the strategic premise of the package, product knowledge, selling skills, and concludes with strong motivational concepts.
Employee Incentives - You will receive consultation and planning for your sales incentive program, a critical ingredient to your success. You will be able to implement a proven program to ensure the enthusiasm and support of your selling staff. Referral cards can also be provided for your use.
Media Support - Ready to use newspaper ads and radio spots are yours to use with a Progeny Marketing Innovations provided graphic campaign. TV ads that will be customized are also available for license (separate fees apply).
Direct Mail Campaign - Direct mail is the best targeted method to promote your program. A carefully planned and executed direct mail campaign is essential to the success of your packaged account. We provide a variety of tested creative packages in a quantity equal to your number of DDAs each year.
Point of Sale Materials - A variety of customized point of sale materials is available to create program awareness among your customers and your employees. You'll receive brochures personalized for your institution, providing essential information about the benefits offered in your program. We will also provide you with a wide variety of additional marketing support materials which may include in-lobby displays, lobby tent cards, lobby posters, lapel buttons, lanyards, Savers Club® Book display stands, indoor vinyl banners, and/or outdoor banners.
Enhancement Promotional Kits - These kits allow you to promote the entire program by focusing on one benefit in the package. All of the following benefit kits are available, and may be used individually or as a series.
- Savers Club® Book
- Payment Card Protection
- ID Network™ Safety Service
- Sojourns® Travel Magazine
- Medical Emergency Data Card
- Telephone Shopping Service
- Bonus Travel
- Family Plan Insurance
- Grocery Coupon
- Retail Checking Module
Theme Promotional Kits - These promotional kits contain all you need to create special seasonal campaigns highlighting the checking program. Designed for the holidays, the summer travel season, or any time, these kits provide lobby materials and creative suggestions for capitalizing on opportunities to sell checking accounts.
Statement Stuffers - Several styles of customized statement stuffers are available as a promotional tool for the program. These pieces can also be used as teller and drive-through handouts.
Aids for Creating Your Own Merchandising Materials - Guidelines and templates to help you create additional materials such as a customer switch kit or a sales newsletter, are also available for your use.

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