Financial Health Check Program

Gatestone introduced a comprehensive financial health check program for a prominent Canadian financial institution after successfully executing a similar program for a major US bank. The program was meticulously designed by Gatestone’s data analytics team in close cooperation with the financial institution’s in-house experts.


This initiative involved assessing the financial profiles of over 10,000 customers and providing personalized recommendations based on their unique situations. The program led to a 25% increase in customer engagement and a 15% growth in the adoption of recommended financial products.


The well-orchestrated campaign was exceedingly well received by the clients, paving the way for meaningful discussions on a wide range of financial products tailored to their individual needs and circumstances.


Gatestone’s knowledgeable agents provided essential information to customers about the benefits and features of various financial products, assessed their eligibility, and assisted them in the application process. Nearly 70% of eligible customers completed the product applications over the phone with the assistance of our agents. These forms were then forwarded to the financial institution’s credit specialists for verification and approval.


The calling program has enabled consumers to leverage the financial institution’s diverse product offerings to better address their needs amid uncertain economic conditions. The initiative contributed to a 35% reduction in delinquency rates, generated significant goodwill, and yielded high customer satisfaction scores, with an average rating of 4.8 out of 5. Furthermore, it strengthened customer retention and loyalty, as demonstrated by a 20% increase in repeat business.


In summary, Gatestone’s financial health check program has proved to be a transformative experience for the Canadian financial institution and its customers, fostering a deeper understanding of financial well-being and promoting the adoption of tailored financial solutions.