We help community financial institutions attract more customers and dramatically increase overall profitability.

THE NUMBERS

Our expertise has helped our clients achieve amazing results.

7.5 M

NEW CORE CUSTOMERS
Added by Haberfeld in the last decade

2x

CHECKING ACCOUNT OPENINGS
Typical result is to double new customer openings

5.2

AVG HOUSEHOLD PRODUCTS
Client average of products & services per new customer household

8 - 12

AVERAGE, IN YEARS, OF CUSTOMER RELATIONSHIPS
The longer you have your customers, the deeper your relationships will be.

OUR EXPERTISE
Haberfeld Associates is a company with more than 50 professionals with decades of experience dedicated to community banks and credit unions like yours. What do we do?

  • We more than double your core customer acquisition results using a disciplined system that drives customer and profitability growth
  • We assist you in product development, evaluate policies and procedures, arm your staff with the right tools through coaching, mystery shopping and training your team
  • Drive more traffic to your branches and website through ROI focused marketing
  • Evaluate your results based on the most meaningful benchmarks in community banking
THOUGHT LEADERSHIP

With more than 30 years helping community financial institutions, there are a few things we can share about how it’s done successfully.
To access our blog or recent articles in ABA Bank Marketing, The Financial Brand, CU Times and more, read on.

  

Haberfeld Insights Blog

You want as many profitable customers as you can get. And once they decided you’re the PFI, you can deepen the relationship and increase engagement and profitability.

Publicity and Press Mentions

See what Haberfeld Associates is saying in the news and what others are saying about our growth strategies.

UPCOMING ENGAGEMENTS, EVENTS AND EXHIBITS

Indiana Bankers Association, Annual Conference
French Lick, IN, September 13 to 15

Tennessee Bankers’ Association, Retail Sales and Bank Marketing Conference
Barrett Training Center, Nashville, TN, September 15

Keynote: Don’t Get Left on the Sidelines: Aligning Marketing and Execution

Haberfeld Associates’ Executive Symposium 2015
Hotel Monaco, Chicago, September 16 to 18

OBL/ILFI Joint Convention
Charleston, SC, September 20 to 22

Virginia Bankers Association, Credit Management Conference
Charlottesville, VA, October 5 to 6

Keynote: Getting, Keeping and Building: Relationship Strategies for Lenders

Haberfeld Associates’ Manager Academy
Magnolia Hotel, Omaha, NE, October 7 and 8

Schools of Banking’s Advanced School of Banking-Year 1
Grand Island, NE, October 8

Wisconsin Bankers Association, LEAD360 Conference
Wisconsin Dells, WI, November 3 to 4

Keynote: Don’t Get Left on The Sidelines: Aligning Marketing and Execution

Michigan Bankers Association, Bank Management and Directors Conference
Grand Rapids, MI, December 2 to 4

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