Case Study: a regional financial institution boosts mortgage retention with Vya

a regional financial institution retains $3M in mortgage value with Vya

A regional financial institution wanted to retain mortgage customers who had recently listed their homes for sale but faced challenges in timely identification, multichannel engagement, and compliance. They partnered with Vya for a data-driven marketing campaign and fulfillment services to overcome these obstacles.

Vya implemented a solution that pinpointed at-risk customers and engaged them with personalized direct mail, outbound sales support, and targeted digital ads. This campaign generated a 5% direct mail response rate, 20 new mortgage applications, and an additional 10 closed loans. Overall, Vya's efforts helped the bank retain over $3M in mortgage value and achieve a 15x return on investment.