Bol presentation

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“Missing Something?” Bank of Lee’s Summit Consumer Loan Campaign By Valerie Reed [email protected] 816.810.5175

Transcript of Bol presentation

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“Missing Something?”Bank of Lee’s Summit

Consumer Loan Campaign

By Valerie [email protected]

816.810.5175

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Missing Something?

Executive Summary

Through the “Missing Something” consumer loan campaign, your customers, as well as new ones, will be more aware of what consumer loans are offered. More specifically, BOL’s loans are provided by local lenders, done in a quick but responsible manner and is the “last piece to the puzzle” for their wedding, vacation, vehicle, etc.

Pieces of this proposal include an outside banner, easel poster, statement stuffers, flier, brochure, thank you card, newspaper ad, and a feature story. With these, information will be spread to the media, acquiring more loan applications.

Information regarding this campaign also be spread online. Depending on the desired size of the ad, I have created both vertical (newspaper) and horizontal (statement stuffer) oriented ads. Advertising online is critical because many customers bank online and conduct online bill pay. Ads should also be placed on ATMs, as customers frequently use those as well.

Since this campaign will be run for 6 weeks, the newspaper ad could be run twice. These ads will be run the second and fifth week. Most of the advertising will be in house advertising; the newspaper is the only on needing to be paid for. The newspaper ad and feature story will be placed in the Lee’s Summit Journal, online will be on the BOL website, and possibly Facebook. All other pieces will be in the lobby, mailed statements, email, and outside of the bank.

Contact with the customer is continuous. Through this campaign it will begin with the statement/email stuffers. Then when they come to the bank, they will notice the same loan material in the lobby. Those customers who apply for a loan with get a thank you cared mailed to them; thanking them for the application. This will be a hand written letter on a thank you card.

Time Line

Week 1 – Display of easel poster, fliers and brochures get put up inside the lobby and the banner outside. Week 2 – Statement stuffers will be mailed as well as sent in customer’s emails. The newspaper ad will be published in the Lee’s Summit Journal for the week. Week 3 – Continue with the above displays/mailings, send out the feature story. Week 4 – Continue with the above displays/mailings. Week 5 – Send the ad to the Lee’s Summit Journal for the second run. Week 6 – Last week for displays, information posted, online and statement ads, and banner. Mail thank you cards to those customers who applied for loans.

The “Missing Something” campaign is an eye-catching and speaks-for-itself campaign that will draw in more loan customers, by keeping constant contact with the customers.

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• Auto • Boat & RV• Motorcycle • Vacation• Wedding

Bank of Lee’s Summit Consumer Loanslocal lenders, fast decisions

Missing Something?

Easel Poster

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• Auto • Boat & RV• Motorcycle • Vacation• Wedding

816.524.1800210 SW Main St • 1101 SW 3rd St

1021 NE Sam Walton Ln • 250 SW Greenwich Drbankofleessummit.com

Missing Something?

Bank of Lee’s Summit Consumer Loanslocal lenders, fast decisions

Newspaper Ad

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Bank of Lee’s Summit Consumer Loans

• Auto &Motorcycle • Vacation• Boat & RV • Wedding

• Auto & Motorcycle • Vacation• Boat & RV • Wedding

Bank of Lee’s Summit Consumer Loanslocal lenders, fast decisions

816.524.1800

Missing Something?

Statement Stuffer

Outside Banner

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816-524-1800bankofleessummit.com

Bank of Lee’s Summit

Cosumer Loans210 SW Main St

1101 SW 3rd St

1021 NE Sam Walton Ln

250 SW Greenwich Dr

Missing Something?...

BrochureOutside

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BrochureInside

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Bank of Lee’s Summit Can Save Lives

By: Valerie Reed

What would you do if you needed surgery and had no insurance? That is the question Wesley Brooks has been facing for nine months.

He is a construction worker, in great physical shape, and has minimal expenses. Everything was great until the day he notices a bulge near his waistband. It is known immediately that it is a hernia. It is also known that surgery for such an injury is around $10,000; which is the only way to heal a hernia. Unfortunately, he is without health insurance, and doesn’t have that kind of money in his bank account. A hard-working, average American is out of options.

Brooks has always been in excellent health, besides the fact that he is a smoker. In high school he excelled in soccer and baseball and still bicycles and plays recreational basketball. Like many, after no longer able to stay on his parent’s health insurance, he didn’t see a need to immediately get his own. When he went to get an insurance application from work he was misinformed about the deadline causing him to miss it.

“I never imagined myself in this kind of situation,” Brooks said, “I’m between a rock and a hard place. I have to wait months before I can even apply for insurance and time is what makes my hernia worse.”

Like many Americans, his savings account is running low, especially because of the horrific economy that America is struggling through. Another similarity is that many Americans are without insurance, so what options does Brooks

or someone like him have to choose from? Go without surgery until the hernia worsens and becomes life threatening, apply for health insurance just to be rejected or be in debt for decades? Neither, he has the ability to receive a loan from Bank of Lee’s Summit.

These personal consumer loans from the Bank of Lee’s Summit are on a more personal level than those of national banks. With four locations, the Bank of Lee’s Summit is able to give the customer in-house, quick decisions from local lenders. The customer has direct contact with the lenders and the customer’s needs are satisfied.

Vehicle loans offer flexible terms for repayment and a time frame of first of the year and year-end close out/new models in late Summer and Fall. Home equity line of credits are 80% loan to value, revolving line of credit, 3 day rescission period and automatic funds transfer payments. Home equity closed end is similar to the latter, but is fixed up to 10 years, has a 7 day waiting period with the 3 day rescission after the loan is closed, and a fixed payment amount and rate.

With the New Year right around the corner it is the start of the loan season. Bank of Lee’s Summit is a member of FDIC and Equal Housing Lender.