Packaging Products by Lifestage

Take a look at how First Independent Bank of Southwestern Washington is approaching its customers by lifestage. The Bank has defined four unique lifestages that it uses to classify its customers:

- Ready, Set, Grow!
- Ready for Anything.
- Ready to Explore.
- Ready for Rewards.

First Independent has designed a quiz that allows customers to determine their own lifestage - which is extremely easy to use, and is only six questions long. The link to the quiz is on the homepage, which makes it that much more of an effective tool. Most importantly, once a customer's lifestage has been identified - First National Bank's website displays a series of questions typically asked by customers in that segment, financial considerations for that segment, and how First Independent can help.

Packaging products by lifestage is a great tool for the customer and for the front-line staff. It exposes customers to products that they should consider, gives the staff members an idea of what customers may be likley to purchase - and sets the stage for the successful cross-sell.