pocketbook

Connect with your Customers

Generate leads with financial education that leads customers to your products and services

Put the Power of Pocketbook to Work for You

• Educational. Practical information your customers need
• Relationship-building. Reinforces your image as local, friendly and easy to do business with
• Just-in-time cross selling. Customers' most pressing financial issues generate information on the products and services you offer that can help them most
• Measurement driven. Captures customers who are ready to do business
• No software upgrades. Refreshed content available 24/7 on the Web
• No long-term contracts. Monthly subscription fee based on asset size

Fun to use and consumer-friendly, Pocketbook gives your customers practical financial information while providing you with a measurable marketing tool.

• Build relationships
• Generate measurable leads
• Link customers' financial issues with your products

Learn more about what Pocketbook can do to increase referrals to your institution

It's True! Those Who Learn More, Save More

Customers who research financial issues have higher savings rage, studies show.

Average Percentage of Monlthly Income Allocated for Savings

* Financial education Web site users

* National average savings rate, Q4 2009, U.S. Bureau of Economic Analysis

http://www.newsguide.us/technology/internet/Informed-Consumers-Handily-Beat-U-S-Average-Savings-Rate-Poll-Shows

What people are saying...

• Once we put Pocketbook in place, we increased our location's cross-selling by a significant percentage, even in a financial downturn.

  Robert W., Credit Union President

• Customers keep telling me, "I never knew I could get that service from you!"

  Bob Z., Bank Marketing Manager

• The site keeps folks informed on new trends in finance and lets them know we're here to help.

  Marianne R., Bank Lending Officer

• I love getting those 'contact me' reports and turning customer interest into measurable gains.

  Luis G., Sales and Marketing Vice President