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BankMatch Entry Points

In addition to the core product experience, we designed promotional banners that would live on-site. We also designed a launch email as well as a full email journey to engage users after they saw their results.

**Please note: Some of the creative will display placeholder text in spots where the content would change dynamically.**

First iteration

Rate Table Banner

The main placement for promoting BankMatch within the Bankrate ecosystem was our rate table. Since users were visiting this page to compare savings accounts, we knew this was a

high-intent audience who could benefit from BankMatch's service. 

We created multiple banners highlighting high-level value props.

How the banners displayed

on the rate table.

Deposits Rate Table (D)-1.png

The top 3 performing banners focused on making the bank search easier with personalized matches.

Other options we tested focused on the rate comparison with big banks and the ease of the tool.

Launch Email

We also sent a launch email to Bankrate users who have expressed interest in savings products to let them know there was a new tool to help them find the best rate.

SUBJECT LINE:

Get matched to a great bank in minutes

PREHEADER:

Find a top-tier savings rate today

Email Journey Part 1:

No Bank Confirmed

Once the user goes through BankMatch and sees their results, the rest of the communication will happen through a curated email journey.

EMAIL 1:

A welcome email is triggered once the user clicks on one of their results at the end of the BankMatch flow. At this point, we don't know whether they signed up for a new bank or not. The main action to take within the email is to confirm their new account.

SUBJECT LINE:

Have you opened a new savings account?

PREHEADER:

Track your APY over time

EMAIL 2:

A re-engagement email is triggered if the user *doesn't* click on any of their results. 

SUBJECT LINE:

Take a closer look at your BankMatch results

PREHEADER:

Watch your savings soar

EMAIL 3:

A second re-engagement email is triggered 7 days after the user first saw their results (and didn't click on any of them).

SUBJECT LINE:

A few minutes now can save you big $$ 

over years

 

PREHEADER:

Open a new account to amplify your savings

EMAIL 4:

A third re-engagement email is triggered 14 days after the user first saw their results (and didn't click on any of them).

Desktop - Light (5)-1.png

SUBJECT LINE:

Switch banks today, save more for life

PREHEADER:

Earn XX more than the national savings

average

Email Journey Part 2:

Bank Confirmed, Alert Added

After the user confirms they've opened a new savings account through BankMatch, they can opt into alerts for that rate.

EMAIL 1:

After the user adds their bank, they'll receive a confirmation email.

SUBJECT LINE:

Thank you for confirming your bank

PREHEADER:

Sit back and watch the savings roll in

EMAIL 2:

The user will receive regular updates letting them know their bank is still in good standing. They can change the frequency of these alerts within the email.

SUBJECT LINE:

[Name], your savings rate is still strong 

PREHEADER:

Take a closer look at your bank's standing

EMAIL 3:

If the user's bank drops below BankMatch's standards, they'll receive an email notification as soon as it happens.

SUBJECT LINE:

Important update about your [BankName]

account

PREHEADER:

It may be time to switch banks

Email Journey Part 3:

Bank Confirmed, No Alert

If the user adds their bank but *doesn't* opt into alerts for it, they'll enter a re-engagement flow.

EMAIL 1:

The user will receive the first re-engagement email 1 day later.

SUBJECT LINE:

Don't miss out on your new bank's updates

PREHEADER:

Sign up for bank alerts

EMAIL 2:

The user will receive a second re-engagement email 7 days later.

SUBJECT LINE:

You're missing the full BankMatch

experience

PREHEADER:

Opt in to alerts to get the most value

EMAIL 3:

The user will receive a third re-engagement email 14 days later.

SUBJECT LINE:

Your bank's APY may have changed

PREHEADER:

Get updates on your rate with alerts

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