List and Prospect Management
Manage Client and Prospect Lists from
Virtually Any Source
ability to identify when prospects in ListExpert become clients
and appear in Touché Analyzer.
ListExpert™ for Touché® Analyzer is a list management tool
Enhanced Customer Research
that allows you to import data – electronically or manually
ListExpert also has many applications for current clients
that enhance the capabilities of Touché Analyzer. Any kind
of specialty file you may acquire from internal or third-party
sources, such as newcomers, credit-scored customers,
seminar attendees and more can be loaded into ListExpert.
You can use research in ListExpert to narrow down list entries
based on list field criteria and, using the integration with
Touché Analyzer, conduct further customer research using
the wealth of research and reporting capabilities in Touché
Analyzer to further refine your targeting and analysis.
– from any external or internal source for prospecting and
organic growth initiatives. Where Touché Analyzer is a
database for customers only, ListExpert allows you to acquire
lists of names and information (both client and prospect)
from virtually any source. ListExpert is fully integrated with
Touché Analyzer so you can cross-reference your client and
prospect lists.
For example, using a newcomers list in ListExpert, you can be
among the first businesses to welcome new families to the
area and introduce your products and services to them.
List Services
Whether you need to acquire a list for use with ListExpert
or for other purposes, you can take advantage of D+H’s
purchasing power and expertise.
We can help you select a list with the highest degree of
targeting necessary to meet your needs. Select from predefined lists such as small businesses, credit card prospects,
senior or upscale households, and more. We can even help
you customize a list based on your project needs.
Upscale
Excel
Seniors
New
Neighbors
Campaign
PROSPECTS
Prospect Management
When acquiring lists from external sources for prospecting
purposes, the ListExpert integration with Touché Analyzer
allows you to sort current clients from prospects in the list. As
in Touché Analyzer, you have the ability to conduct research,
create reports and produce letters and mailing labels all within
ListExpert. Furthermore, ListExpert allows you to measure the
effectiveness of your prospect marketing efforts. You have the
Lending Payments Core Channel Treasury Services Optimization
John Dean
123 My Street
Anytown USA 55555
CURRENT
CLIENTS
Responders
Non
Responders
PROSPECTS
Types of Lists and Uses
These are a few examples of the various lists available and
their uses:
• C
onsumer Lists that meet specific demographic profiles for
more precise or special target-marketing
• B
usiness Lists containing SIC code, number of
employees and annual sales for use by your business
lending department to generate new loans or fulfill CRA
requirements
• C
redit card users showing scores, credit history and card
usage with other institutions for a list of qualified potential
targets
• C
ombined client lists to facilitate mergers and acquisitions
that ensure a smooth transition between financial institutions
• N
ew neighbors lists that enable you to introduce your
products and services to those new to the area
Whether you’re looking to expand on the targeting capabilities
of Touché Analyzer or step-up your prospect marketing efforts,
ListExpert is the next logical step in building a comprehensive
financial intelligence system.
800-815-5592
dh.com
150723-8
Lending Payments Core Channel Treasury Services Optimization
©2015 D+H USA Corporation. All rights reserved. Touché is a registered trademark
and ListExpert is a trademark of D+H USA Corporation. D+H is a trademark of D+H
Limited Partnership.