The document discusses strategies for a financial institution to attract and deepen relationships with members, businesses, and colleges in the community. It outlines activities across multiple areas such as attracting new customers through events and ATMs on college campuses and in local businesses, as well as deepening existing relationships through consistent communication, personalized interactions, and education on services. The overall goal is to increase awareness of services and engage customers through a variety of integrated on-campus, in-business, and community-based strategies.
19. Member
Education
Referrals
Events for
Businesses
Long Term
Relation
Consistent
Comms
Engaged
Member
Awareness
of Services
Ease of
Services
Attract
Students
ATM’s in
Businesses
ATM’s in
Colleges
Events on
Colleges
Social
Networking
Deepening
Businesses
Specific
Geographics
Community
Events
Attract
Community
Members
Attract
Business
Employees
Create
Advertising
Calendar
Create
College
Messaging
Framework
Create
College
Microsites
Deepening
Relationship
w/Community
Members
Deepening
Relationship
w/College
Specific
Demographics
Create
Business
Microsites
Create
Intranet
Microsites
20. Member
Education
Referrals
Events for
Businesses
Long Term
Relation
Consistent
Comms
Engaged
Customer
Awareness
of Services
Ease of
Services
Attract
Students
ATM’s in
Businesses
ATM’s in
Colleges
Events on
Colleges
Social
Networking
Deepening
Businesses
Specific
Geographics
Community
Events
Attract
Community
Members
Attract
Business
Employees
Create
Advertising
Calendar
Create
College
Messaging
Framework
Create
College
Microsites
Deepening
Relationship
w/Community
Members
Deepening
Relationship
w/College
Specific
Demographics
Create
Business
Microsites
Create
Intranet
Microsites
21. 1
2
6
8
7
25
5
9
10
13
11
12
14
17
15
16
26
18
4
3
23
24
21
22
19
20
ATIM’s in Colleges
ATM’s in Businesses
Attract Business Employees
Attract Community Members
Attract Students
Awareness of Services
Community Events
Consistent Communication
Create Advertising Calendar
Create Business Microsites
Create College Messaging Framework
Create College Microsites
Create Intranet Microsites
Deepening Businesses
Deepening Relationship w/ College
Deepening w/ Community Members
Ease of Services
Engaged Customer
Events for Businesses
Events on Colleges
Long-Term Relations
Customer Education
Referrals
Social Networking
Specific Demographics
Specific Geographics
ACTIVE
9
6
21
10
24
18
13
1
46
5
11
19
12
25
7
17
23 8
PASSIVE
22. Referrals
Attracting/Onboarding
& Deepening
Give monetary incentives
Shared Calendars
Specific Marketing
Be Trusted
Personal
Relationship
Strategy
Consistent
Communication
Messaging Framework
Events
Establishing Personal
Relationship
Local Communication Plans
Microsites
Educational Activities
Updated Marketing
Materials
Education
Business Deals