Household Acquisition: 3 Best Practices for

Planning Your Next Marketing Campaign

BAI Webinar

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RECORDED: March 28, 2018
TIME: 1:00 - 2:00 PM CT

In today’s highly competitive environment, growing households and core deposits is more important for financial institutions than ever, but how can you ensure your next campaign is as targeted – and successful – as possible?

Join us for this complimentary BAI webinar to learn the key to planning an optimized and focused acquisition marketing campaign: from strategy, to design, implementation, reporting and beyond. Attendees will also learn the top best practices on how to make their next campaign more effective, less wasteful, and incredibly enticing to audiences.

Key Takeaways:

  • How to ensure your institution is enabled for generational marketing
  • The most important questions to ask when designing the campaign
  • How financial institutions can ensure the best ROMI


Steve Nikitas
Senior Strategy Director
Harland Clarke

Steve Nikitas joined Harland Clarke in October 2010 and has more than 30 years of experience in strategic planning, marketing, public relations and executive speechwriting. He has been a senior executive at financial institutions in New York, California and Massachusetts, developing and implementing sales and marketing programs that resulted in significant growth rates in loans, deposits and accounts.

As senior strategist with Harland Clarke Marketing Services, Steve provides consultative services to banks and credit unions, helping them craft marketing and retail strategies and campaigns to take advantage of existing market and financial conditions and to grow targeted portfolios.

Steve holds an M.B.A. from Clark University, an M.Ed. from Fitchburg State College and a B.A. from Boston University. He has published monthly columns on financial management in The Gardner News and Poughkeepsie Journal. He also had a monthly New York radio show on money management.

Steve loves to spend as much time as he can with his wife and 11-year-old daughter. Their household is a showplace for fine dance and popular music.

Steve speaks on a variety of topics aimed at helping financial institutions grow and prosper, including loan portfolio growth, account holder retention, and turning regulatory issues into opportunities.

Rachel Stephens
Product Manager, Marketing Services
Harland Clarke

Rachel Stephens joined the Harland Clarke team in August 2016 and brought with her 10 years of experience marketing products and services for financial institutions.

She has worked on various lines of business within the financial services industry including consumer, small business, commercial, private wealth, investment and institutional banking. She has extensive knowledge in campaign development, marketing strategy, event management, public relations, customer service and sales.

Rachel is a graduate of the University of Kansas majoring in Journalism and Spanish. She enjoys watching sports, traveling, spending time with family and friends, and volunteering her time to help others.