Banking Leads

During a move, homeowners will often plan ahead for new expenses for both relocation costs and purchases to establish their new household. These consumers may have a wide range of financial needs, for example: finding a new bank, taking out a personal loan, opening a new line of credit, and working with a financial advisor to keep them on track.

As pre‑movers start closely reviewing their finances in preparation of buying a new home, they may start comparing banks and other financial institutions to find the right services and most competitive offers. As a financial institution, this timeframe is crucial to market to customers and bring new clients into your funnel.