INDUSTRY INNOVATION SESSION
June 2, 2009
12:00 PM -1:15 PM
Austin 3

Reaching, Cultivating and Retaining the Underbanked
Presenters:
Thomas Carpenter, CFE
Joshua Turnbull
Doug Porter
Greg Van Ert
The underbanked market has been a difficult market for financial institutions to reach, but it doesn’t have to be. With access to key data and the right solutions, it is possible to transform the unbanked and underbanked into lifelong, profitable customers.
We will walk you through all of the components of the transformation process:
- Identifying potential customers and areas of focus through access to unique data
- Reaching those customers by providing services that are in demand
- Cultivating and retaining those customers by tailoring and combining innovative offerings
By sharing industry best practices in this market segment, we will help you gain a new perspective on how to generate new revenue and make the most of your underbanked opportunities through an approach that combines check cashing, prepaid and deposit account solutions.

