Deluxe Financial Services, Inc.

Outbound Calling

A Solution Tailored to Enhance Your Existing Programs
DeluxeCalling^sm is an outbound calling program aimed at addressing two key challenges of financial institutions:
–Generating new organic revenue growth
–Reducing attrition

By providing a personal touchpoint that informs, assures and invites, you have the opportunity to strengthen and develop both new and existing relationships. Our goal is to help your financial institution grow organically by increasing loyalty, decreasing attrition and building revenue through additional branch traffic.

Our Personal Touch Promises a Comfortable Rapport
DeluxeCalling^sm emphasizes an experience-driven approach. Associates in our world-class call center are dedicated to administering a high level of professionalism and confidence to ensure your accountholders feel recognized and valued.

Your Trusted Partner
The DeluxeCalling^sm experience is tailored to your objectives and brand vision. Each outbound calling campaign provides a positive, personal touchpoint to your targeted high-potential accountholders. By encouraging accountholders to visit your branch, we help create opportunities for you to sell additional services.

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Solidify New Accounts

New accounts are a great opportunity and a challenge. In the first 90 days, customers are particularly attentive and receptive, and delicate new relationships are either strengthened or destroyed. Put your best foot forward with an orchestrated, turnkey program.

Your priorities:

• Forge strong bonds with new customers
• Translate increased loyalty into product sales
• Make it easy for staff to deliver a superior experience

Our resources:

• Welcome Home^SM Tool Kit

The Welcome Home^SM Tool Kit is a start–to–finish branch package that captures best practices for securing lasting loyalty among customers by focusing on the first 90 days of the relationship.

Each Kit includes five critical components that help ensure that your customers feel welcomed, engaged and significant every time they visit the branch: a communications guide, training materials, props, measurement tools, and support materials.

Designed by financial institutions and experience experts, and tested in actual branches, the Welcome Home^SM Tool Kit is a powerful tool for improving loyalty and enriching the customer experience.

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Audit Your Customer Experience

Do you really know what your customers see, hear and feel when they visit your financial institution, or when they interact with one of your employees?  If you don’t know how your customers feel and you aren’t sure what their experience was, we can help.

Your priorities:

• Take your customer experience initiatives to the next level
• Looking for independent feedback on the current customer experience you deliver
• Translate increased loyalty into product sales
• Make it easy for staff to deliver a superior experience

Our resources:

• Deluxe Experience Inquiry^SM

The Experience Inquiry^SM allows your leadership team to see real customer experiences through the customers’ eyes, rather than yours.  We’ll help you better understand how the feelings and behaviors of your customers are driven by their experiences.  And, we’ll show you how your environment, and employees’ behaviors are impacting those experiences.

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Personal Checks

Checks are more than a simple form of payment. For consumers, they’re a powerful personal statement. Research indicates that 82% of people prefer picture or stylish design checks — but only 28% have them. We’ll help you leverage this significant opportunity.

Your priorities:

• Offer customers the checking products they prefer
• Increase check program sales
• Simplify the ordering process

Our resources:

• The Most Popular Checks in the World®

Decades ago, Deluxe pioneered the concept of picture checks. Today, we offer a comprehensive selection of licensed and specialty checks.

Deluxe has checks to reflect the personality and passions of every one of your customers. When you offer them the choices they seek in personal check designs, formats, enhancements, and checkbook covers, you boost satisfaction, loyalty and gross profit.

Our DeluxeSelect® program drives results even farther — through merchandising strategies and convenient ordering channels proven to maximize your check program revenue and reduce your overhead and costs.

To learn more, please contact your Account Manager or visit www.deluxe.com.