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Your Products

On Center Stage


Do your users see your offers for financial products? You may have in-branch advertisements or even mailers, but how many of your users actually see those? You need to actively engage your prospects via tailored and timely communications – creating an urgent need for your users to take advantage of your offers.

The MoneyDesktop cross-selling platform provides that impetus. Building on the strategy, we provide a powerful marketing platform that allows you to feature your products and offers alongside user's existing products, giving you a chance to compete and grab more wallet share!

When coupled with the CEO Dashboard, institution leaders can identify gaps and pain points in your user base and tailor offers that help you elevate your institution above the competitive landscape.

Integrated Marketing
Marketing Flow

Targeted vs. Saturation Advertising

These divergent advertising methodologies can be used to entice potential clients with an advertising piece. While both methods will result in some success, they are fundamentally different in purpose.

A saturation campaign is when everyone with a mailbox or eyeballs in a geographic area sees your offer. Whether your campaign is directed to businesses, consumers, adults, children, or a combination, it is received by all! This may sound great, however, this level of coverage comes at a steep financial cost. Generally, saturation advertising works well when your product or offer can be used by anyone. If I were offering a pizza special or something similarly general, then a saturation campaign with web ads and mailers would deliver great results. Who doesn't love pizza?

A targeted campaign is only received by a very select group that match a certain profile. Can your product or offer only be used by certain people? If you are offering a special low rate on home refinances, would every person in the city be a potential client? The answer is no. Only the people with homes are potential clients. You could even be more specific and target only people with homes that have interest rates above your lowest available rate.

With targeted advertising you can deliver your messages with precision, and maximize your chance of success while minimizing your costs.

Targeted Marketing



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