like budgeting apps, early direct deposit or credit monitoring, and your institution will begin to feel more like a financial partner than a promotional stopgap. Even simple touches — like custom alerts, personalized messaging or referral rewards — can make a lasting impression when they’re part of a larger strategy centered on helping account holders reach their goals. MOVE FROM ACCOUNT OPENINGS TO ACCOUNT RELATIONSHIPS Features encouraging routine activity — like direct deposit and automatic savings — signal a deeper relationship. These programs reduce dormancy and set the stage for long-term loyalty. Delivering real utility instead of one-time excitement builds trust — and trust is what turns a new account into a primary relationship. Not sure if your acquisition strategy is building long-term value? Scan the QR code for a free market assessment. https://info.advantage-fi.com/ contact-us-accountacquisition-inquiry Read Part 2 on page 23 to learn how personalization and community values deepen connections and keep account holders engaged for the long haul. ADVANTAGE is a trusted consulting partner for community financial institutions across the nation. We deliver consumer‑focused overdraft solutions, compliance expertise, account acquisition strategies and technology consulting to help institutions strengthen revenue, reduce risk and grow market share. Learn more at advantage-fi.com. Community Banker 13
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