Life is full of big moments that make us evaluate where we are at in life and the decisions we want to make moving forward. Banks and credit unions need to be aware of these moments, as they can present opportunities to attract new customers as they make these life evaluations. Let’s take a look at some of life’s biggest moments that can lead to people changing financial institutions.  

Getting Their First Full-Time Job 

The Situation – A recent college graduate gets their first full-time job and is looking for a local bank to meet their new financial needs. 

What They’re Looking For – A financial institution that will offer them more than a simple checking account where they can deposit their paycheck every two weeks. 

How You’ll Get Their Business – Offering them a checking account with extra features and benefits, along with recommendations on how they can start saving their money for their future and retirement. 

Getting Married 

The Situation – A young couple is getting married and looking to start their lives together on the right foot. 

What They’re Looking For – A bank or credit union that offers a simplified switching process and easy account opening to save them time. 

How You’ll Get Their Business – Make sure your website features digital switch kit and online account opening, along with lending options that will help them pay for their upcoming wedding, if necessary.  

Buying A New Home 

The Situation – A newly married couple is planning on buying their first home that will allow them to start their family. 

What They’re Looking For – A lender that can work with them every step of the way while offering competitive rates for the area.  

How You’ll Get Their Business – Highlight the local servicing for your bank and demonstrate your knowledge of the local area. Make sure you inform them of local programs that can help them with their borrowing and communicate every step of the way from pre-approval to closing.  

Purchasing a New Car 

The Situation – A 26-year-old is looking to purchase a brand-new car for the first time in their adult life. 

What They’re Looking For – A lender that offers them a great rate, easy application process and convenient repayment options. 

How You’ll Get Their Business – Provide a competitive rate with servicing that can’t be topped. Make it easy for them to apply online and allow them to make payments through their online banking profile. 

At forbinfi, we specialize in helping banks and credit unions market their services to their customers, no matter what stage they're at in their lives. Contact our account executives to learn more about how you can market yourself in a way your competitors can't top to attract new business. 

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