The Invention

Michael Edwards Direct created the industry’s first cross-selling and retention program designed to generate more revenue while also extending persistency of banking and consumer finance customers.

The Customer Years Reward Program is a way of simultaneously recognizing bank customers for their years of loyal behavior, while offering them valuable products and/or services they actually want and need.
It’s an ongoing dialogue that makes banking customers feel more appreciated, and more likely to continue their business year after year.

The Opportunity

Financial Services industry fee-income programs, while profitable, also have high attrition rates. Customer satisfaction is typically low, making these programs a potential liability to the Institutions offering them.

Program Details

The Customer Years Reward Program offers customers a variety of financial protection products that grow in value based on the years of tenure with the company.

Product Benefits Include
  • Accidental Death
  • Disability
  • Hospitalization
  • At Home Recovery
  • Emergency Room Visits
  • Auto Repairs
  • Auto Insurance Deductibles
  • Emergency Travel
  • Identity Theft

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