How to appeal to new movers

In our recent blog post How to Identify Home Lending Opportunities, we discussed identifying and supporting account holders through their mortgage research process. Being there at every stage builds a foundation of trust with your FI–capitalizing on every opportunity. The next step is the big move. Targeting this audience with products such as a HELOC or credit card may be just what they need to ease financial burdens that come with a new home.

But how do you make sure your FI is sending the right messages, and targeting the right audience? What channels should you use? Simply follow the data.

Building Your Audience

A change of address should not be your only trigger to identify an account holder as a new mover, though it is certainly one way to know that someone has moved. There are also other triggers in your data to find new mover: