Get an unprecedented level of insight into household behavior, and make sure your existing customers find the products they need, when they need them.
Marketing Director
Community Resource CU
CRO
1st Advantage Federal Credit Union
SVP of Marketing
Fidelity Bank
Marketing Director
Community Resource CU
CRO
1st Advantage Federal Credit Union
SVP of Marketing
Fidelity Bank
Too busy for research? OptimaFI leverages peer data to reveal customer behavior, then we use those insights to launch highly-targeted campaigns that expand household penetration.
See under-engaged segments and activate dormant relationships with targeted offers that don't depend on premium rates.
Our reporting gives you the clarity to say: “this campaign drove these accounts, this balance, and this return.”
We help you launch more campaigns, more quickly — without demanding extra lift from your team.
01
Our comprehensive Opportunity Assessment gives you benchmarked data insights that identify the best opportunites for growth based on your institution’s specific needs at the time. As those needs change, we realign to find a new set of best opportunities.
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We launch cross-sell campaigns targeted to specific customer groups — like single-service checking households or inactive digital users. Each segment receives customized messaging tied to their behavior and product fit. Campaigns often combine email, paid digital, and social ads to promote relevant products such as credit cards or home equity loans.
03
You get comprehensive reports that shows which customers responded, what they opened, and what balances were added. Segment-level insights help identify what’s working (and where to focus next) to keep deepening relationships.
Each cross-sell campaign is tied to measurable outcomes — we don’t get paid unless new accounts or balances are booked. That’s our Pay for Performance guarantee.
Whether you’re chasing deposit growth or deeper relationships with existing households, we show you where the gaps are and deliver a plan to close them with precision.
years serving community banks and credit unions
deposits and loans generated
normative data points from 100s of institutions
Learn how BankPlus brought in $250M in deposits with data-backed OptimaFI Growth marketing campaigns where you only pay for results.
Acquire new households. Grow loans and deposits.
Campaigns typically drive increases in product-per-household and total balances. We report on product uptake (e.g. new savings accounts, loans, credit cards), funding amounts, and response by segment. All performance is tied back to the original campaign audience.
Our segmentation does not rely on opaque or proprietary models. We use household-level behavioral and product usage data from your core system, combined with industry-standard benchmarks. Campaign logic is fully transparent, auditable, and never uses protected class characteristics. We ensure our targeting is offer-agnostic, behavior-based, and regulator-safe — and we provide documentation to support that in your compliance review.
OptimaFI can handle everything about your cross-sell campaign or work with your agency as preferred. We have the in-house expertise to handle campaign strategy, creative, segmentation, channel execution, compliance formatting, and reporting. You won’t need additional staff or martech tools to make it work.
Security is built into everything we do. OptimaFI is SOC 1® / SSAE 16 Type II certified, with enterprise-grade encryption and infrastructure to protect customer data at every stage of campaign planning and execution.
Infusion Marketing Group is now part of OptimaFI. We’ve expanded our capabilities, and are proud to offer community banks and credit unions a wide array of balance sheet and credit risk management solutions (including self-service SaaS offerings), in addition to the , Pay for Performance marketing we’re known for.
