1. Current Account &
Saving Account –
Understanding Marketing
Here is where our presentation begins

2. FLOW OF PRESENTATION
CASA
Introduction of
CASA
Product
Segmentation &
Targeting
Consumer Research
for CASA
Competition
Marketing Strategy
Cross Sell of
CASA

3. Introduction of CASA
 Introduction of Bank
Meaning Of CASA
Savings Account
Current Account
Importance of CASA
High Customer Base.
More Stable Funds.
Low Cost.
.
Reputation of Bank
Interest on CASA

4. Documents required for CASA
PAN/Form 49 A along with form 60 if applied for PAN
Proof of identity – Aadhar Card, PAN Card,
Voter ID Card, Passport, Driving License
Account Opening Cheque from existing
Savings/Individual Current Account
Proof of identity – Aadhar Card, PAN
Card, Voter ID Card, Passport, Driving
License
Proof of Address
CURRENT ACCOUNTS SAVINGS ACCOUNTS
Recent Colour Photograph
DOCUMENTS
Recent Colour Photograph
Proof of Address

5. Market Segmentation
Demographic
Segmentation
Geographic
Segmentation
Psychographic
Segmentation
Regional
Preferences
Age FinancialGoals
Behavioural
Segmentation
ExistingCustomers
Income Level
Urban vs. Rural
Lifestyle
New Customers

6. MARKET TARGETING
Customized Product
Offerings
Marketing Channels
Relationship Management
Partnerships and
Alliances

7. Consumer research
1
Market Analysis
2
Customer Profiling
3
Surveys and Interviews
4
Focus
Groups
5
Data Analysis & Online
Presence Monitoring
6
Feedback Mechanisms
COMPANY
LOGO HERE

8. Methods of CROSS SELL
Analyse Customer Needs
Customer Segmentation
Personalized Recommendations
Rewards and Incentives
Continuous Customer Engagement

9. Product Differentiation
Interest Rates
Service Quality and Customer
Experience
Marketing and Branding
Competition in the CASA
Market Players
Innovation and Technology
Pricing and Fee Structures:
Customer Retention Strategies:
1
Cross-Selling and Product
Bundling
6
2 7
3 8
4 9
5

10. Marketing Strategies CASA
1
2
4
3
Targeted Advertising
Referral Programs
Educational Content
Online Presence and Digital
Marketing
5 Partnerships and Alliances
6
Personalization and Relationship
Management
7 Comparative Advertising
8 Continuous Monitoring and Feedback

11. Customer Relationship
1
2
4
3
Relationship Managers and Customer Service
Personalized Communication
Online and Mobile Banking
Account Reviews and Financial Advice
5
6
Customer Feedback and Surveys
Loyalty Programs