FAQs

Bundlefi Customer Acquisition marketing delivers pre-screened, qualified and verified consumers directly into our clients’ online account applications or CRMs.

We specialize in working exclusively with community banks and credit unions, not mega banks. Unlike digital marketing companies, we don’t market your bank or institution. We engage consumers actively seeking a relationship with a community financial institution, verify them, qualify them, and recommend to them the financial institution that best meets their needs.

We utilize cascading ID validations and fraud detection ensuring every prospect delivered has been verified and validated

We provide a series of qualifying questions to prospects and use our proprietary, AI-enhanced system to match these prospects with financial institutions and products that best suit the prospect’s requirements. We also prescreen credit prospects to ensure no time is wasted on prospects that don’t qualify.

Leveraging our smart online tools, we target consumers and deliver a variety of options they can use to find financial products and resources at community financial institutions. Our solutions help real people that have expressed intent to connect directly with financial institutions that have opted-in to our services.

Bundlefi Customer Acquisition Marketing has been proven to reduce acquisition costs on a per-account basis for our clients. Our reporting and lead management programs make attribution a snap eliminating the need to engage scarce analytics resources.

We can’t guarantee that every qualified lead will convert into a customer. What we do guarantee however, is that every potential customer that we direct to your financial institution has been pre-screened and verified. These are individuals who have shown a level of intent towards initiating a new banking relationship. We also provide lead management tools to ensure that clients have the ability to convert as many prospects as possible.

Getting started with Bundlefi is quick and easy. Onboarding takes just a few days and typically requires no technical resources from the client. Customized acquisition strategies based on the needs of your financial institution will generally start to produce results within 1 week from launch, however full optimization could take 30 to 60 days to achieve.

Our customer acquisition program is flexible and targeted to support the needs of community banks and credit unions. Bundlefi has the ability to generate prospects for all depository, lending and credit products.

We have a few service levels all designed to help your community bank or credit union hit its growth goals. We are ready to customize our offering to fit your specific objectives at a competitive price.

To get started, most of our clients prefer to utilize our pay for performance model. You only pay for the qualified leads we deliver based on the parameters you provide.

Yes, we have the ability to target everything from single branch locations to a national campaign and everything in between.

No, once a consumer selects their desired institution, they are delivered exclusively into that institutions desired sales funnel.

Yes, all Bundlefi Customer Acquisition Programs can be tailored to a client’s needs. Daily, weekly or monthly caps on consumer leads are possible.