Our proprietary system to increase revenue and long-term household retention. Backed by a robust data analysis, executed by targeted
marketing campaigns, and proven by real, tangible results.

Profit Generator

Time-Tested Approach

In order to maximize your profits and get the most out of your customer or member relationships, you have to target your bank or credit union’s unique opportunities for growth. This takes in-depth analysis of not only your own household data, but a deep dive into the data of peer institutions – as well as historical data in your specific trade area.

Starting with a unique data analysis fueled by our Normative Intelligence we use the information to cultivate an innovate multi-channel marketing plan that targets your unique opportunities for growth – including specific product growth, customer or member relationship expansion opportunities, robust onboarding campaigns, and new account creation.

The PROFITGENERATOR® Process is segmented into six major phases:


      • Household Data Analysis
      • Opportunity Assessment
      • Marketing Strategy Development
      • Targeted Campaign Execution
      • Proprietary Results Tracking Normative
      • Pay-For-Results

Household Data Analysis

    Knowledge is power. We start with a comprehensive examination of your customer or member household data – derived from your core, MCIF or CRM system. Your bank or credit union’s data is then standardized, compared, and contrasted against your peer institutions in a Peer-to-Peer Normative Analysis.

    We use our Normative Database to create an assessment of how your standardized metrics compare against the aggregated, standardized metrics for your peers.

      During the Peer-to-Peer analysis, we:

          • Determine your key product usage and profitability statistics
          • Identify and quantify profitable product cross-sell opportunities
          • Calculate attrition risk
          • Targeted Campaign Execution
          • Develop recommendations for multi-channel marketing campaigns that market your products to your most qualified households


      Customer Opportunity Assessment

        Using the data derived from the Peer-to-Peer analysis, we present you with an extensive Customer Opportunity Assessment. The assessment – delivered by a Senior Banking Strategist – breaks down:

            • Your individual strengths
            • Your weakness and exposed risks
            • Data-backed recommendations for boosting growth of key products and services

        The Opportunity Assessment is designed to answer common questions:

            • How do my accounts per household compare to the “average bank or credit union”?
            • What percentage of my total households were new in the last 12 months and how does
              that compare to the average?
            • How concentrated are my consumer deposits and who has them?
            • Is my overlap between deposit and credit usage normal

        And, most importantly, what do I do about the answers to the questions above?

        Marketing Strategy Development

          With your Opportunity Assessment in place, our experience team develops a 12-month multi-channel marketing strategy,
          product promotion plan, campaign calendar, and detailed financial proformas for each unique opportunity identified.
          The calendar and campaigns are flexible, allowing you to adjust quickly in response to evolving business objectives
          throughout the year

            Targeted Campaign Execution

              The best marketing campaigns are those driven by data, but inspired by creativity and powerful messaging. Infusion is your one-stop shop for multi-channel marketing campaign management and execution. Based on the results of more than 30 years of testing, tracking, and tuning – we create stand-out, converting creative with powerful, time-tested copy and innovative design that stays true to your brand.

              We can collaborate with your marketing agency or internal creative teams, or we can own the creative process for your campaigns internally – taking all the legwork away from you so you can focus on what matters – watching your revenue grow!

              Once created and approved – We execute each campaign at no cost to you. Infusion covers all the costs of your
              multi-channel marketing campaigns, and you pay only for results

                Proprietary Results Tracking Normative

                  From its inception, Infusion has tracked, captured and standardized results for every marketing campaign we’ve executed – for every bank and credit union served. Key metrics have been benchmarked, allowing a very accurate projection of your campaign results.

                  Our Tracking Normative contains more than 1 million data points collected over years of tracking – and is updated monthly as we continue executing campaigns. For every campaign executed for your bank or credit union through PROFITGENERATOR, you receive in-depth analytical reports in three major categories:

                      • Results summary
                      • Total Activity
                      • Net Balance Charge

                  The robust nature of PROFITGENERATOR reporting – combined with our pay-for-results model – makes this process 100%
                  financially accountable and guarantees your return on investment.


                      At the conclusion of the process, you are billed a one-time flat fee for booked accounts that fall within the defined campaign parameters. You only pay for booked account openings in the promoted product category.


                        Data doesn’t lie. Grow household relationship and maximize your profits with a proven process – designed for bankers, by bankers.