FAQ

Q: What is MarketMatch?

A: MarketMatch is a full-service marketing consulting company that works exclusively with small to mid-sized financial institutions. We work with marketing and management leaders to identify strategic objectives and then develop marketing-related programs that are customized to meet those needs. In essence, we serve as an external marketing arm that provides a full range of products and services in an economical manner.

Q: What is Customer Leadership Marketing?

A: Customer Leadership Marketing (CLM) is a methodology employed exclusively by MarketMatch to use a process-driven approach to develop programs, campaigns and products that match up directly to your objectives and particular needs. CLM and its component steps allows us to analyze your market position and develop strategies, concepts, and executions that bring innovative thinking and an unparalleled depth of resources to your institution.

Q: What are the details behind the ROI guarantee?

A: If, after consistently applying a MarketMatch recommended program for a 12 month period, you do not meet or exceed 100% of your investment, we will refund the difference! We work with you to define the measurement criteria and closely monitor the ongoing success of our marketing partnership to virtually guarantee your success!

Q: What makes you different than all the other marketing consultants out there?

A: A few things. One, we focus exclusively on the financial marketplace and, as a result, have our ‘finger on the pulse’ of trends across the country. When you work with MarketMatch, you will be working with one of the principals of the company to ensure that you are getting excellent service, fresh thinking and impeccable strategic execution.

Another key difference is that we don’t offer off-the-shelf programs where you simply pick from a menu of options and slap your logo on the cover. Every one of our recommendations and programs is developed to match YOUR objectives—which means everything we do is customized specifically for you.

Finally, we guarantee that our recommendations will work to achieve your objectives.

Q: Are you full-service?

A: Yes. MarketMatch has more than 50 years of financial services marketing experience between its employees. Our capabilities span a wide variety of marketing needs, including:

• Strategic Planning
• Marketing Planning
• Creative Design
• Advertising
• Direct Mail
• In-branch Signage and Collateral
• Email Campaigns
• Newsletters
• Website Development and Upgrade
• Customer Research
• Staff Training
• Mystery Shopper Programs
• Loyalty and Retention Programs
• Site Research
• Branch Openings
• Anniversary/Birthday Celebrations
• Special Promotions
• Customer Save Programs
• Public Relations
• Copywriting
  

We do not come into an engagement with a predetermined idea of what will meet your needs...we tailor every aspect of our partnership to your situation and institution. Our approach involves spending time getting to know you and your institution so that our recommendations are well-grounded in the realities of your business. Of course, you can rely on our depth of experience to ensure that your marketing efforts are visibly enhanced.

Q: How do I work with MarketMatch?

A: However it makes sense for you. Many of our clients choose to place us on retainer so they are secure in the knowledge they have marketing assistance always on call. In some instances, we work with clients purely on a project basis. We quote all work and anticipate expenses in advance, in writing, so that you know what to expect. Any changes are immediately brought to your attention for consideration and approval.

In all instances, we work with you to identify your needs and make recommendations that are budget conscious and aimed at improving the bottom line.

Q: What kinds of programs do you offer?

A: The basis of the MarketMatch relationship is Customer Leadership Marketing CLM), which provides us a platform from which to analyze your specific needs and make appropriate recommentations. The entire CLM platform consists of several distinct offerings:

Learn2Keep – Learn2Keep is a baseline analysis of your relationship with your customers. It takes a regimented approach to examining criteria such a customer lifecycle, next product analysis, loyalty, and other characteristics that help enrich your customer relationships, creating longer-lasting and more profitable relationships.

Target2Profit – Target2Profit leverages information already contained in-house, but oftentimes not effectively analyzed. It allows us to assist you in defining your customers: determining who are your best (and worst), who are truly the most profitable, and to identify cross-selling opportunities for future marketing efforts.

Read2Lead – Read2Lead is an ongoing communication program that regularly delivers tailored, product-specfic information into the hands of your customers on a timely basis. Programs are customized to match the needs and wants of your specific customer base so that your message comes through loud and clear.

Build2Stay – Build2Stay is a targeted customer loyalty program that focuses on bringing all business lines into the customer relationship and maximizes each customer interaction. It assists in the development of tactics that increase retention, account usage, average balance and more.

Email2Market – Email2Market is a rich email marketing tool that allows branding and communication to be extended through email marketing. Easy to use, versatile, and affordable, Email2Market lets you do more.

Back2Bank – Back2Bank addresses that all-too-real scenario where 20% of your customers walk out the door never to return. It identifies key satisfaction indicies and assists with reclaiming those customers whose business has been lost by reestablishing contact and reminding them of the value of their relationship with you.

Power2Brand – Power2Brand provides a comprehensive examination of your brand and how it is to be used and applied in the marketplace. It aids in increasing brand awareness and ensuring that your message is delivered the way you want it—every time.

Ready2 Market – Ready2Market provides a high quality, affordable means of marketing like a big bank on a smaller budget. It provides a series of campaigns which are customized to meet your objectives and the demographics of your marketplace.

RVSP Switch Kit– RSVP provides an extraordinary process to motivate customers to switch to your institution. From providing a thorough operational process for the staff to making it easy for your customer, RSVP allows your customers to "make a reservation" for great service.

Q: Can MarketMatch serve my entire marketing function?

A: Absolutely. In fact, about 20% of our customers outsource their entire marketing function to us, as they have found it more economical to do so than hiring permanent staff.

That said, we also work with plenty of clients who use us as a center of expertise or to fill in on a project basis. The choice is yours.

Q: What if I already have an agency?

A: That’s perfectly fine. As our expertise is in financial marketing, we often find that we are a complement to our client’s agencies. We bring insightful financial thinking and strategic planning depth that many agencies simply do not offer. We are happy to work hand-in-hand with an agency to ensure that your marketing needs are met creatively and efficiently.

Q: Where are your clients?

A: Spread across the country. We work with instiutions with assets from $50 million to $3 billion on projects that cross the marketing spectrum. We are fully networked and have complete electronic capabilities to stay in touch. We prefer to work with customers who want to know what is going on with their campaigns.

Q: Do you have a newsletter or a way for me to get more information without a commitment?

A: Sure. Sign up for the MarketMatch monthly newsletter: WatchDog. It provides articles of interest to marketers and executives in the financial services world as well as up-to-date information on our product offerings and new programs.

Q: How do I contact MarketMatch?

A: Simple. Use any of the following to reach our management team:

Bruce A. Clapp
President
937.832.7894 ext. 101
baclapp@MarketMatch.com
216 Pointers Run
Englewood, Ohio 45322

Sharon Lovejoy
Executive Vice President, Client Management
317.837.7995
slovejoy@marketmatch.com
2071 Aspen Drive
Avon, IN, 46123

Eric Gagliano
Senior Vice President, Client Management
937.426.9848
937.832.7894 ext. 106
egagliano@MarketMatch.com
2588 Thomas Jefferson Drive
Beavercreek, Ohio 45434

Mike Witsken
Senior Vice President, Client Management
812.453.8280
mwitsken@marketmatch.com
723 Mello Oak
San Antonio, TX 78258

Karen Banks
Senior Vice President, Client Management
321.369.9309
937.832.7894 ext. 108
kbanks@MarketMatch.com
4743 Outlook Drive
Melbourne, Florida 32940

Debbi Offenberger
Assistant Vice President, Client Management
937.832.7894 ext. 102
doffenberger@MarketMatch.com
216 Pointers Run
Englewood, Ohio 45322

Deanna Lepsky, APR
AVP, Public Relations
317.204.2306
dlepsky@marketmatch.com
2071 Aspen Drive
Avon, IN, 46123

Jamie Jenkins
Assistant Vice President, Client Management
937.832.7894 ext. 103
jjenkins@MarketMatch.com
188 Corbins Mill Drive
Dublin, Ohio 43017

Jeremy Yontz
Director, Creative Services
937.832.7894 ext. 104
jyontz@marketmatch.com
216 Pointers Run
Englewood, Ohio 45322

Dusty Simmons
Assistant Vice President, Client Management
317.837.7995
dsimmons@marketmatch.com
2071 Aspen Drive
Avon, IN, 46123